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Advanced Project Management in Primavera P6

Provides in-depth project management training in the Oracle Primavera P6 client-server-based solution,  building off skills learned in the basic course, Project Management in Primavera. Topics include earned value analysis, updating baselines, importing and exporting project data, and top-down budgeting.

Targeted roles: Program managers, project managers, administrators, planners/schedulers.

Course length: 2 days
Course level: Advanced
Prerequisite: Course 102
Professional Development and Continuing Education Units:
Earns 16 PDUs and 1.6 CEUs
PMI Program Number – 1471

Learning Outcomes:

Day One:

Creating a Project with Project Architect

• Create a project using Project Architect
• Customize the project plan

Assigning Codes

• Assign project code values to activities
• Assign resource code values to resources
• Assign activity code values to activities

User-Defined Fields and Global Change

• Establish user-defined fields
• Define global change parameters
• Run a global change

Portfolios

• Create a portfolio
• Add projects to a portfolio
• Open projects using portfolios

Advanced Scheduling

• Calculate multiple float paths when scheduling
• Explain the difference between the scheduling logic options
• Identify a calendar’s effect on lag

Monitor Thresholds and Issues

• Identify the difference between thresholds and issues
• Create a threshold and an issue

Importing and Exporting Data

• Describe the process of importing and exporting data
• Export projects
• Import projects

Transferring Data Between Primavera and Microsoft Excel

• Export activity data to a spreadsheet application
• Modify project information in the spreadsheet application
• Import project information from the spreadsheet application

Updating Baselines

• Specify the activities to update in the baseline
• Update activity and resource assignment data

Claim Digger

• Specify how Claim Digger compares project plans
• Create a comparison report in Claim Digger

Day Two:

Duration Types

• Determine which Duration Type works best in a given situation
• Assign a Duration Type to an activity

Calculating Percent Complete

• Describe the three Percent Complete types
• Determine which Percent Complete type to use based on how your organization reports progress
• Explain how activity percentages are calculated based on the Percent Complete type chosen
• Use weighted steps to calculate Percent Complete

Earned Value Analysis

• Define Earned Value
• Define Performance Percent Complete
• Review results of different earned value techniques
• Realize the benefits of using earned value techniques

Activity Usage Profile and Spreadsheet

• Display cost data in the Activity Usage Profile
• Display curves in the Activity Usage Profile
• Analyze earned value data using curves in the Activity Usage Profile

Top-Down Budgeting

• Establish project budgets
• Establish spending plans
• Track budget changes
• Track and analyze budgets
• Establish funding sources

Top-Down Estimating

• Describe top-down estimating
• Add estimation weights to activities and WBS elements
• Perform top-down estimating

Risk Documentation

• Set up risk types
• Create a risk
• Calculate a risk’s exposure values
• Analyze the impact of a risk

Tracking Layouts

• Identify the four types of tracking layouts
• Navigate in a tracking layout
• Open a tracking layout
• Modify layouts
• Create new layouts

Auto Compute Actuals

• Describe the business rules for auto compute actuals
• Auto compute an activity
• Analyze the effect of auto compute actuals on an activity
• Auto compute a resource
• Auto compute an expense

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