Primavera Training - P6 Advanced Course (106) - A

Course 106-A

This course provides instruction on creating enterprise data in Primavera. Topics in the client-server application include managing user access; creating calendars; creating project, activity, and resource codes; creating financial periods and cost accounts; and using user-defined fields and global change. Creating User Interface views and publishing dashboards in the Web application also is covered.

Course level: Advanced
Targeted role: Administrator, program office.

Prerequisite: P6 Course (102)

Professional Development and Continuing Education Units:                                                                                                           

• Earns 13 PDU 
• PMI Program Number - 106-A

Course Objectives:

Creating Calendars

• Define worktime and nonworktime
• Designate between global, project, and resource calendars
• Create a new project calendar

Defining Project Codes

• Define project codes
• Create values for project codes
• Assign weights to project codes and project code values
• Designate a secure code
• Assign project code values

Defining Resource Codes

• Define resource codes
• Create value for resource codes
• Assign resource code values in Primavera 

Defnining Activity Codes

• Define activity codes
• Create values for activity codes
• Designate a secure code
• Assign activity code values

User Access

• Describe the process for establishing security
• Define and create and Organizational Breakdown Structure (OBS) hierarchy
• Establish security profiles for global and project data
• Create a new user with access privileges

Summarizing Project Data & Running Job Services

• View summarizer details
• Manually summarize data
• Define job service options
• Automatically summarize data using a job service

User-Defined Fields and Global Change

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

Financial Periods

• Create financial periods
• Display financial periods and columns
• Store past period performance

Defining Cost Accounts

• View the cost accounts dictionary
• Assign cost accounts activities
• Assign cost accounts to expenses

Web Administrator

• Manage User Interface views
• Create a calculated user-defined field
• Create issue codes
• Create an issue form