Primavera P6 Core & Advanced

Understanding P6 Data

• Describing the Organizational Breakdown Structure
• Describing the Enterprise Project Structure

Creating a Project

• Viewing the EPS Page
• Modifying Project Information

Creating a Work Breakdown Structure

• Creating Multiple Levels

Adding Activities

• Describing Activity Types
• Viewing Activity Information
• Editing Activity Details
• Assigning Steps
• Assigning Codes

Using Activity Views

• Customizing a View
• Filtering Data
• Grouping and Sorting Data

Creating Relationships

• Viewing Relationship Types
• Creating Relationships in the Gantt Chart

Scheduling a Project

• Defining Key Terms
• Defining Total Float
• Describing Loops and Open Ends
• Calculating a Schedule

Assigning Constraints

• Applying a Must Finish By Date
• Constraining an Activity

Optimizing the Project Schedule

• Analyzing Schedule Dates
• Shortening a Project Schedule

Viewing the Project Workspace

• Adding and Removing Portlets
• Customizing the Project Workspace

Assigning Roles and Resources

• Assigning a Role
• Requesting Resources
• Assigning Resources
• Checking Resource Availability

Calendars

• Defining Work Types
• Editing a Project Calendar
• Assigning a Calendar to an Activity

Baselining the Project Plan

• Selecting a Baseline
• Adding a Baseline

Executing the Project Plan

• Describing Methods of Applying Progress
• Using Progress Spotlight
• Defining the Data Date
• Applying Progress to Activities

Analyzing the Updated Project

• Comparing Dates
• Viewing Schedule Performance
• Addressing Variances

Viewing Dashboards

• Customizing Dashboards
• Adding and Removing Dashboards
• Viewing Portfolio Data

Creating Resource Teams and Role Teams

• View the Resource Team Summary portlet.
• View the Open Requests for Resources portlet.

Viewing Portfolio Performance

• Review performance thresholds.
• Use earned value analysis.

Viewing Portfolio Information

• View return on investment data.
• View data in the Gantt Chart.

Analyzing Portfolios

• Create a portfolio view.
• View waterline analysis.
• Create a scenario.
• View the Capacity Planning page.

High-Level Resource Planning

• Assign resources and roles.
• Using Committed and Life of Project assignments.

Managing Allocation

• Using the Resource Usage tab to analyze units and costs.
• Grouping data on the Assignments page.

Staffing Resource Requests

• Use resource search.

Resource Leveling

• Set leveling options.
• Assign leveling priorities.

Advanced Scheduling

• Multiple float paths.
• Scheduling logic options.

• Create a Work Breakdown Structure
• Add activities
• Customize activity views
• Create relationships
• Schedule the project
• Assign constraints
• View the Enterprise Project Structure
• Optimize the project schedule
• Create a project
• Assign roles and resources
• Analyze resources and costs
• Baseline the project plan
• Execute the project
• Customize dashboards
• Use advanced scheduling techniques
• Analyze portfolio performance
• Manage multiple projects
• Create resource teams
• Use high-level resource planning
• View portfolio performance
• Staff resource requests
• Create a portfolio
• Use resource leveling

• Analyst
• End User
• Implementer
• Manager