IMS
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Managing Project Data in Primavera P3 Advanced

This two-day Oracle Primavera training course will enable you to take full advantage of driving resources, resource curves, hierarchical resources, resource profiles/tables, and resource leveling.  Learn resource calendars for planning and control and Rich Text format reports for status reporting.  Participants will develop, update, and track resources and costs using a series of hands-on workshops.   Also, will take you beyond the fundamentals of scheduling a project by transferring project data through copy and paste, storing and retrieving fragnets, and using import and export.  In addition, global change, and custom data items will be used to modify activity data.  Learn to enhance your presentation by including objects and symbols and post this information on your company intranet using the Web Publishing Wizard.  You will become proficient at using the power of P3 for maximum control of your projects.


Course level: Advanced
Targeted role:
P3 Users
Course Length:
2 days
Prerequisite: Scheduling in P3 Course Professional Development and Continuing Education Units:
Earns 16 PDUs and 1.6 CEUs
PMI Program Number – 1471 

At the completion of this course the student will be able to:
  • Analyze resource usage through resource profiles
  • Assign hierarchical resources
  • Define driving resources
  • Create resource/cost curves
  • Run resource/cost reports
  • Apply resource calendars to a schedule
  • Level resources Create a project group
  • Store and retrieve fragnets
  • Copy and paste data between projects
  • Alter schedule logic in PERT
  • Export/Import data to a spreadsheet and other formats
  • Define and assign custom data items
  • Modify project data through global change
  • Use Primavera Draw
  • Attach objects to activities
  • Link objects to the layout
  • Utilize "Fit to page" printing in PERT
  • Display P3 data in Metafile format
  • Create Intranet web pages using the Web Publishing Wizard
  • Workshops:
  • Manage resources
  • Use resource calendars
  • Use leveling for resource analysis

Class outline:

1.     Controlling and Managing Resources

  • Organize activities into groups according to resource
  • Use resource profile/tables for "what if" analysis
  • Define hierarchical and driving resources
  • Assign resource lag and duration to activities
  • Define linear and nonlinear resource distribution
  • Use reports to review resource/cost allocation

2.     Resource Calendars

  • Create resource calendars
  • Define task, independent, and meeting activities
  • Assign driving resources to different activity types

3.     Resource Leveling

  • Handle resource conflicts
  • Differentiate between forward and backward leveling
  • Perform hierarchical resource leveling
  • Analyze the effects of resource leveling on a project
  • Review the effects of splitting, stretching, and crunching activities

 4.      Building a Project

  • Create a project group
  • Store and retrieve fragnets
  • Copy and paste data between projects
  • Export/Import project data

5.      Customizing Project Data

  • Define and assign custom data items
  • Modify project data through global change
  • Use string functions to alter activity information
  • Assign resources through global change

6.      Enhancing Layouts for Presentations

  • Format the Activity box ends and relationship lines
  • Access Primavera Draw
  • Insert a symbol and text in the layout
  • Attach objects to activities
  • Use the "Best fit" print option
  • Display P3 data in Metafile format
  • Create HTML files from a layout
  • Create Intranet pages using the Web Publishing Wizard

Case Studies:

  • Building a Project
  • Adding & Modifying Activity Data
  • Creating the Presentation