Planning and Control with Oracle Primavera P6 PPM Professional

Video description

Oracle Primavera P6 PPM Professional is an enterprise project portfolio management software that offers a wide range of capabilities, including project management, scheduling, risk analysis, opportunity management, resource management, and collaboration and control. This comprehensive course is designed to teach you how to efficiently plan and control your projects using Primavera Project Manager P6 PPM Professional.

The course is structured in a logical manner, beginning with an introduction to the user interface and planning projects without resources. You will then delve into topics such as filters, layouts, printing, baselines, and updating unresourced projects. You will also learn how to create and assign roles and resources, and control projects with resources and costs. In addition, you will gain valuable knowledge on setting up and administering a database.

Finally, you will explore advanced features such as import/export, activity codes, custom data fields, and global change. The practical nature of the course allows you to apply your knowledge in workshops, reinforcing your understanding of each module.

By the end of this course, you will have a deep understanding of how to use Oracle Primavera P6 PPM Professional to manage your projects efficiently and effectively.

What You Will Learn

  • Get introduced to the user interface
  • Plan projects without resources, filters, layouts, and printing
  • Look at the baselines and updating an un-resourced project
  • Create and assign roles and resources
  • Control projects with resources and costs
  • Set up and administer a database and other more advanced features


This course is best suited for program managers and project control staff evaluating the software against your organizational requirements, and project schedulers and experienced project personnel who wish to learn how to use the software to schedule and control projects. Individuals with an understanding of how projects are planned, scheduled, and controlled, including understanding the project management processes applicable to your projects, will find this course useful.

You will need your computer with Oracle Primavera P6 loaded and experience in using application software such as Microsoft Office.

About The Author

Paul E. Harris: Paul E. Harris holds an honors degree in civil engineering obtained in the UK and is a certified cost engineer through AACEI International, a PRINCE2 registered practitioner, and a “Managing Successful Programs” registered practitioner. He has worked in the project controls industry for a number of years and has assisted many companies in a range of industries to set up and run project control systems. His Melbourne, Australia-based company, Eastwood Harris Pty Ltd., offers project controls consulting and training services worldwide with a strong focus on Microsoft Project and Oracle Primavera software.

Table of contents

  1. Chapter 1 : Introduction
    1. Introduction and Workshop Instructions
    2. Purpose, Required Background Knowledge
    3. Purpose of Planning, Planning Metrics, Cycle, Level, Monitoring, and Controlling
    4. Summary
  2. Chapter 2 : Creating a Project Plan
    1. Introduction
    2. Understanding the Software, Enterprise Project Management, and Your Project
    3. Level 1 – Planning without Resources
    4. Level 2, Level 3, and Level 4
    5. Summary
  3. Chapter 3 : Starting Up and Navigation
    1. Summary, Projects Window, Opening Projects, Activity Window and Portfolio
    2. Top and Bottom Panes, User Preferences, Starting Day of the Week, and Date Picker
    3. Admin Preferences, Options, Do Not Ask Me About this Again, Mouse Clicking
    4. Accessing Help
    5. Refresh Data–F5 Key, Commit Changes–F10 Key, Send Project, and Closing Down
    6. Summary
    7. Workshop – Navigating Around the Windows
  4. Chapter 4 : Creating a New Project
    1. Introduction
    2. Creating, Copying, Importing, Setting Up a Project
    3. Summary
    4. Workshop - Creating Your Project
  5. Chapter 5 : Defining Calendars
    1. Introduction
    2. Database Default Calendar, Global and Project Calendars, Project Default Calendar
    3. Creating a New Global, Project Calendar and Resource Calendars
    4. Move, Copy, Rename, and Delete a Calendar and Edit Calendars
    5. Summary
    6. Workshop – Maintaining the Calendars
  6. Chapter 6 : Creating a Primavera Project WBS
    1. Introduction
    2. Opening and Navigating the WBS Window, Creating and Deleting a WBS Node
    3. Summary
    4. Workshop – Creating the Work Breakdown Structure
  7. Chapter 7 : Adding Activities and Organizing Under the WBS
    1. Introduction
    2. New Activity Defaults
    3. Adding New Activities, Default Activity Duration, Copying and Renumbering
    4. Elapsed Duration, Finding Bars, Assigning Calendars and WBS, Reordering or Sorting
    5. Undo
    6. Summarizing Activities Using WBS
    7. Spell Check
    8. Summary
    9. Workshop – Adding Activities
  8. Chapter 8 : Formatting the Display
    1. Introduction
    2. Project Window, Understanding Forms, Formatting the Bars, Progress Lines
    3. Columns, Row Height, Timescale, Attachments, Fonts, Colors, and Line Numbers
    4. Summary
    5. Workshop – Formatting the Bar Chart
  9. Chapter 9 : Adding Relationships
    1. Introduction
    2. Constraints, Understanding Relationships, Lags and Leads, and Formatting
    3. Adding and Removing Relationships, Dissolving Activities, Circular Relationships
    4. Scheduling the Project, Reviewing Relationships, Leads and Lags
    5. Relationship Comments New to P6 Version 20
    6. Summary
    7. Workshop – Adding Relationships
  10. Chapter 10 : Activity Network View
    1. Introduction
    2. Viewing a Project Using the Activity Network View, and Using the Network View
    3. Early Date, Late Date, and Float Calculations
    4. Summary
    5. Workshop – Scheduling Calculations and Activity Network View
  11. Chapter 11 : Constraints
    1. Introduction
    2. Assigning Constraints, Project Must Finish by Date, Activity Notebook
    3. Summary
    4. Workshop 9 – Constraints
  12. Chapter 12 : Group, Sort, and Layout
    1. Introduction
    2. Group and Sort Activities and Understanding Layouts
    3. Summary
    4. Workshop – Organizing Your Data
  13. Chapter 13 : Filters
    1. Introduction
    2. Understanding Filters, Applying a Filter, Creating and Modifying a Filter
    3. Activity: Critical Path Visibility
    4. Summary
    5. Workshop – Filters
  14. Chapter 14 : Printing, Reports, and Visualizer
    1. Introduction
    2. Printing
    3. Reports
    4. Publish to a Website
    5. Visualizer
    6. Claim Digger - Schedule Comparison
    7. Summary
    8. Workshop – Printing
  15. Chapter 15 : Scheduling Options and Setting a Baseline
    1. Introduction
    2. Understanding Date Fields
    3. Scheduling Options – General Tab
    4. Setting the Baseline
    5. Limitations on Viewing Baseline Data
    6. Summary
    7. Workshop - WBS, LOEs, and Setting the Baseline
  16. Chapter 16 : Updating an Un-Resourced Schedule
    1. Introduction to Data Structure
    2. Practical Methods of Recording Progress
    3. Understanding the Concepts and Updating the Schedule
    4. Summary
    5. Workshop - Progressing and Baseline Comparison
  17. Chapter 17 : User Preferences and Admin Preferences
    1. Introduction
    2. User Preferences
    3. Admin Menu
    4. Admin Preferences
    5. Miscellaneous Defaults
    6. Summary
  18. Chapter 18 : Creating Roles and Resources
    1. Introduction
    2. Understanding Resources and Roles
    3. Creating Roles
    4. Creating Resources and the Resources Window
    5. Summary
    6. Workshop – Adding Resources to the Database
  19. Chapter 19 : Assigning Roles, Resources, and Expenses
    1. Introduction
    2. Understanding Resource Calculations and Terminology
    3. Project Resource Preferences and User Preferences Applicable to Assigning Resources
    4. Activities Window Resource Preferences and Defaults
    5. Assigning and Removing Roles, Resources, Resource Duration Calculation
    6. Expenses
    7. Suggested Setup to Create a Resourced Schedule
    8. Summary
    9. Workshop – Assigning Resources and Expenses to Activities
  20. Chapter 20 : Resource Optimization
    1. Introduction
    2. Reviewing Resource Loading, Resource Assignments Window
    3. Copying and Pasting into Excel, Other Tools for Histograms and Tables
    4. Methods of Resolving Resource Peaks and Conflicts and Resource Leveling
    5. Resource Curves
    6. Summary
    7. Workshop – Resources Optimization
  21. Chapter 21 : Updating a Resourced Schedule
    1. Introduction
    2. Budget Values and Baseline Projects, Data Date, Required Information to Update
    3. Project Window Defaults to Update a Resourced Schedule
    4. Percent Complete Types, Using Steps to Calculate Activity Percent Complete
    5. Updating the Schedule, Updating Resources, Updating Expenses
    6. Summary
    7. Workshop – Updating a Resourced Schedule
  22. Chapter 22 : Other Methods of Organizing Project Data
    1. Introduction
    2. Understanding Project Breakdown Structures
    3. Activity Codes, UDFs, WBS Category, Resource Codes, Cost Accounts
    4. Assignment Code New to P6 Version 20
    5. Summary
    6. Workshop 19 – Activity Codes and User-Defined Fields (UDF)
  23. Chapter 23 : Global Change
    1. Introduction
    2. The Basic Concepts and Specifying the Change Statement
    3. More Advanced Examples of Global Change
    4. Summary
    5. Workshop 20 – Global Change
  24. Chapter 24 : Managing the Enterprise Environment
    1. Introduction
    2. Multiple User Data Display Issues
    3. EPS, Project Portfolios, OBS, Users, Security Profiles
    4. Project Codes, Filtering, Grouping, and Sorting Projects in the Projects Window
    5. Summarizing Projects, Job Services, Tracking Window
    6. Summary
  25. Chapter 25 : Multiple Project Scheduling
    1. Introduction
    2. Multiple Projects in a P6 Project, Multiple P6 Projects Representing One Project
    3. Refresh Data and Commit Changes, and Check Who Has the Project Open
    4. Restoring Baselines for Multiple Projects
    5. Summary
  26. Chapter 26 : Utilities
    1. Introduction
    2. Reflection Projects, Advanced Scheduling Options, and Audit Trail Columns
    3. Excel and Project: Import and Export Tool
    4. Check In and Check Out, UN/CEFACT XML Format, Online HTML Help
    5. Summary
  27. Chapter 27 : Earned Value Management with PM
    1. Earned Value, PMB, and Planned Dates
    2. Earned Value and Actual Costs
    3. ETC and EV Curves
    4. Summary

Product information

  • Title: Planning and Control with Oracle Primavera P6 PPM Professional
  • Author(s): Paul E. Harris
  • Release date: July 2021
  • Publisher(s): Packt Publishing
  • ISBN: 9781801811217