Course Name: Primavera Project Planning and Control: Introduction
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 introductory user. 

Introduction

• Purpose of Planning
• Project Planning Metrics
• Planning Cycle
• Levels of Planning
• Monitoring and Controlling a Project

Creating a Project Plan

• Understanding Planning and Scheduling Software
• Enterprise Project Management
• Understanding Your Project
• Planning Without Resources
• Monitoring Progress Without Resources
• Scheduling With Resources, Roles & Budgets
• Monitoring and Controlling a Resourced Schedule

Starting Up and Navigation

• Logging In
• Welcome Form
• The Home Workspace
• The Projects Workspace
• Opening One or More Projects
• Opening a Portfolio
• Navigating Around a Project
• User Preferences - Date and Time Display
• Right-clicking with the Mouse
• Accessing Help
• Application of Options within Forms
• Closing Down
• Terminology Differences between Industry Versions

Creating a New Project

• File Types
• Creating a Blank Project
• Setting Up a New Project
• Project Architect Wizard and Methodology Manager
• Importing a Project
• Copy an Existing Project
• Project Dates
• Saving Additional Project and EPS Information - Notebook Topics

Defining Calendars

• Accessing Global and Project Calendars
• Assigning the Project Default Project Calendar
• Creating a New Calendar
• Copying Calendars
• Renaming a Calendar
• Deleting a Calendar
• Resource Calendars
• Editing Calendar Working Days of an Existing Calendar
• Adjusting Working Hours
• Inherit Holidays and Exceptions from a Global Calendar
• Calculation of Activity Summary Duration in Days
• Database Default Calendar, WBS and Project Durations

Creating a Primavera Project WBS

• Opening and Navigating the WBS Workspace
• Creating and Deleting a WBS Node
• WBS Node Separator
• Work Breakdown Structure Lower Pane Details
• WBS Categories
• Why a Primavera WBS is Important

Adding Activities and Organizing Under the WBS

• New Activity Defaults
• Adding New Activities
• Default Activity Duration
• Copying Activities in Primavera
• Copying Activities from other Programs
• Elapsed Durations
• Finding the Bars in the Gantt Chart
• Activity Information – Bottom Layout
• Assigning Calendars to Activities
• Undo
• Assigning Activities to a WBS Node
• Reordering or Sorting Activities
• Summarizing Activities Using WBS
• Spell Check

Formatting the Display

• Formatting the Project Workspace
• Understanding Forms
• Formatting Columns
• Formatting the Bars
• Row Height
• Format Fonts and Font Colors
• Format Colors
• Format Timescale
• Inserting Attachments - Text Boxes and Curtain

Students enrolled for this course should have the following:

Students should be familiar with Project Management Fundamentals and comfortable working in a Windows environment.

Upon successful completion of this course, students will be able to:

Create new projects and contribute to existing instances.