Course Name: Primavera Project Planning and Control: Advanced
Area of Study: Project Management Software
Classroom Hours: 7
Tuition per Student: $325
Description:
This is a comprehensive course intended for all industries using Versions 4 to 6.
This course is ideal for people who would like to quickly gain an understanding of how Primavera operates and explains how the software differs from Primavera P3, SureTrak and Microsoft Project, thus making it ideal for people who wish to convert from these products.
Instructor-led classroom with hand-on activities.
The course is intended for an advanced user.
Creating Roles and Resources
- Understanding Resources
- Creating Roles
- Creating Resources and the Resources Workspace
- Editing Resource Calendars
Assigning Roles, Resources and Expenses
- Understanding Resource Calculations and Terminology
- Project Workspace Resource Preferences
- User Preferences Applicable to Assigning Resources
- Activity Workspace Resource Preferences and Defaults
- Assigning and Removing Roles
- Assigning and Removing Resources
- Expenses
- Suggested Setup for Creating a Resourced Schedule
Resource Optimization
- Reviewing Resource Loading
- Methods of Resolving Resource Peaks and Conflicts
- Resource Leveling
- Resource Leveling Function
- Leveling Examples
- Resource Shifts
- Guidelines for Leveling
- What to Look For if Resources Are Not Leveling
- Resource Curves
- Editing the Resource Usage Spreadsheet – Bucket Planning
Statusing a Resourced Schedule
- Understanding Budget Values and Baseline Projects
- Understanding the Current Data Date
- Information Required to Update a Resourced Schedule
- Project Workspace Defaults for Statusing a Resourced Schedule
- Activity Workspace - Percent Complete Types
- Using Steps to Calculate Activity Percent Complete
- Updating the Schedule
- Updating Resources
- Updating Expenses
- Store Period Performance
Other Methods of Organizing Project Data
- Understanding Project Breakdown Structures
- Activity Codes
- User Defined Fields
- Project Phase or WBS Category
- Resource Codes
- Cost Accounts
- Owner Activity Attribute
- EPS Level Activity Codes
Global Change
- Introducing Global Change
- The Basic Concepts of Global Change
- Specifying the Change Statements
- Examples of Simple Global Changes
- Selecting the Activities for the Global Change
- Temporary Values
- Global Change Functions
- More Advanced Examples of Global Change
Managing the Enterprise Environment
- Multiple User Data Display Issues
- Enterprise Project Structure (EPS)
- Portfolios
- Organizational Breakdown Structure – OBS
- Users, Security Profiles and Organizational Breakdown Structure
- Project Codes
- Filtering, Grouping and Sorting Projects in the Projects Workspace
- Project Durations in the Project Workspace
- Why Are Some Data Fields Gray and Cannot Be Edited?
- Summarizing Projects
- Job Services
- Tracking Workspace
Multiple Project Scheduling
- Multiple Projects in One Primavera Project
- Multiple Primavera Projects Representing One Project
- Setting Up Primavera Projects as Sub-projects
- Refresh Data
- Who Has the Project Open?
- Setting Baselines for Multiple Projects
Utilities
- Reflection Projects
- Advanced Scheduling Options
- Audit Trail Columns
- Excel Import and Export Tool
- Project Import and Export
- Check In & Check Out
Students enrolled for this course should have the following:
- Students should be familiar with Project Management Fundamentals and comfortable working in a Windows environment.
- Have completed Primavera Project Planning and Control: Introduction, or have equivalent experience
- Have completed Primavera Project Planning and Control: Intermediate, or have equivalent experience