Planning and Control with Oracle Primavera P6 PPM Professional

Planning and Control with Oracle Primavera P6 PPM Professional

by Paul E. Harris
Released July 2021
Publisher(s): Packt Publishing
ISBN: 9781801811217

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Video description

This course provides an in-depth exploration of Oracle Primavera P6 PPM Professional, guiding learners from the basics to advanced project management techniques. You will begin with an introduction to the software and its capabilities, learning to create comprehensive project plans that align with organizational goals. The course covers key aspects such as setting up projects, defining calendars, creating Work Breakdown Structures (WBS), and managing activities.

As the course progresses, you'll delve into more advanced features like formatting displays for optimal project tracking, adding relationships between tasks, and managing critical paths using the Activity Network View. You will also explore constraints, grouping, sorting, and filtering options to streamline project data. Key topics like scheduling, setting baselines, and updating schedules will ensure you can adapt to project changes effectively.

In the final sections, the focus shifts to mastering complex functions such as resource management, earned value management, and global changes. By the end of the course, you will be proficient in using Oracle Primavera P6 for both straightforward and intricate project scenarios. Practical workshops are included throughout, allowing you to apply what you've learned in real-world contexts.

What you will learn

  • Create detailed project plans using Oracle Primavera P6
  • Manage project resources and schedules effectively
  • Apply advanced project management techniques including earned value management
  • Integrate and automate project data for seamless project execution and control
  • Utilize Primavera P6's powerful features for complex project scenarios
  • Customize project views and reports for better project tracking and communication

Audience

This course is tailored for project managers, planners, schedulers, and other professionals in project-based industries. A basic understanding of project management principles is recommended, but the course is structured to benefit both beginners and experienced users looking to enhance their skills with Oracle Primavera P6.

About the Author

Paul E. Harris : Paul Harris is an experienced project controls consultant with an Honours Degree in Civil Engineering from the UK. He is a Certified Cost Engineer, PRINCE2 Registered Practitioner, and "Managing Successful Programmes" Registered Practitioner. Paul has worked extensively in the project controls industry, helping numerous companies across various sectors establish and manage project controls systems. He runs Eastwood Harris Pty Ltd, a Melbourne-based consulting and training company specializing in Microsoft Project and Primavera software. Paul has authored several user guides and training manuals for Primavera and Microsoft Project, aimed at professional project managers and schedulers. His books integrate project management methodologies such as PRINCE2 and PMBOK® Guide with software applications, including his work on Primavera P6.

Table of contents

  1. Chapter 1 : Introduction
    1. Course Introduction
    2. 1 - 1.7 Introduction
  2. Chapter 2 : Creating a Project Plan
    1. 2 - 2.3 Understanding P6, Enterprise Project Management and Your Project
    2. 2.4 Level 1 Planning Without Resources
    3. 2.5 - 2.7 Level 2, Level 3, and Level 4
  3. Chapter 3 : Starting Up and Navigation
    1. 3 - 3.2 Starting Up and Projects Window
    2. 3.3 - 3.5 Opening One or More Projects
    3. 3.6 Introduction to Layouts
    4. 3.7 - 3.8 Customizing Toolbars and User Preferences
    5. 3.9 - 3.18 Remaining Setting Up Options
    6. Workshop 1 – Navigating Around the Windows
  4. Chapter 4 : Creating a New Project
    1. 4 - 4.2 Creating a Project
    2. 4.3 Importing a Project
    3. 4.4 - 4.6 Setting Up a New Project
    4. Workshop 2 - Creating Your Project
  5. Chapter 5 : Defining Calendars
    1. 5 - 5.4 Introduction, Database Default Calendar Creating Calendars
    2. 5.5 Resource Calendars
    3. 5.6 - 5.9 Editing Calendars
    4. 5.10 - 5.14 Calendar Calculations and Issues
    5. Workshop 3 – Maintaining the Calendars
  6. Chapter 6 : Creating a Primavera Project WBS
    1. 6 - 6.2 Introduction to Primavera WBS and Creating and Deleting a WBS Node
    2. 06 .03-07 WBS Node Separator to Why the WBS is Important
    3. Workshop 4 – Creating the Work Breakdown Structure
  7. Chapter 7 : Adding Activities and Organizing Under the WBS
    1. 7 - 7.1 Introduction to Adding Activities and New Activity Defaults Part 1
    2. 7.1 - 7.3 New Activity Defaults Part 2, Adding Activities and Default Duration
    3. 7.4 - 7.10 Copying, Renumbering, Elapsed Durations, Bottom Layout and Assigning
    4. 07.11-15 Assign Activities to a WBS, Reordering, Sorting, Undo Spell Check
    5. Workshop 5 – Adding Activities
  8. Chapter 8 : Formatting the Display
    1. 8 - 8.3.1 Introduction to Formatting, Project Window and Understanding Forms
    2. 8.3.2 Formatting Bar Issues
    3. 8.4 - 8.11 Formatting Progress Line, Columns, Rows, Timescale Attachments
    4. Workshop 6 – Formatting the Bar Chart
  9. Chapter 9 : Adding Relationships
    1. 9 - 9.4 Introduction to Adding Relationships and Understanding Relationships
    2. 9.5 - 9.8 Adding and Removing Relationships and Scheduling the Project
    3. 9.9 - 9.13 Reviewing, Ladder Scheduling Milestone Reduced Relationship Types
    4. Workshop 7 – Adding the Relationships
  10. Chapter 10 : Activity Network View
    1. 10 - 10.4 Introduction, Adding/Deleting Activities Formatting
    2. 10.5 - 10.7 Reorganizing the Activity Network Critical Path Calculations
    3. Workshop 8 – Scheduling Calculations and Activity Network View
  11. Chapter 11 : Constraints
    1. 11 - 11.2 Introduction to Constraints, Assigning Constraints and External Dates
    2. 11.3 - 11.6 Project Must Finish By Date, Activity Notebook and Schedule Checking
    3. Workshop 9 – Constraints
  12. Chapter 12 : Group, Sort and Layouts
    1. 12 - 12.3 Group, Sort and Layouts
    2. Workshop 10 – Organizing Your Data
  13. Chapter 13 : Filters
    1. 13.01-03.02 Understanding and Applying a Filter
    2. 13.03-04 Creating a Filter and Activity Critical Path Visibility
    3. Workshop 11 – Filters
  14. Chapter 14 : Printing and Reports
    1. 14.00-01 Printing
    2. 14.02-03 Reports and Web Publishing
    3. 14.04-05 Visualizer and Schedule Comparison
    4. Workshop 12 – Printing
  15. Chapter 15 : Scheduling Options and Setting a Baseline
    1. 15.01 Understanding the Date Fields Part 1
    2. 15.01 Understanding the Date Fields Part 2
    3. 15.02 Schedule Options Part 1
    4. 15.02 Schedule Options Part 2
    5. 15.03-04 Setting the Baseline and Limitations on Viewing Baseline Data
    6. Workshop 13 – WBS, LOEs and Setting the Baseline
  16. Chapter 16 : Updating an Unresourced Schedule
    1. 16.00-03 Recording Progress to Updating a Schedule
    2. 16.04-07 Progress Spotlight to Comparing Progress with the Baseline
    3. 16.08-11 Progress Line Display to Corrective Action
    4. Workshop 14 – Progressing and Baseline Comparison
  17. Chapter 17 : User Preferences and Admin Preferences
    1. 17.1 User Preferences Part 1
    2. 17.1 User Preferences Part 2
    3. 17.2 Admin Menu - Create Users
    4. 17.3 Admin Preferences
    5. 17.4-5 Admin Categories and Miscellaneous Defaults
  18. Chapter 18 : Creating Roles and Resources
    1. 18.1-2 Understanding Roles and Resources and Creating Roles
    2. 18.3 Creating Labour Resources
    3. 18.3 Creating Non-Labour and Material Resources
    4. Workshop 15 – Adding Resources to the Database
  19. Chapter 19 : Assigning Roles, Resources, and Expenses
    1. 19.1-3 Resource Calculations to Resource User Preferences
    2. 19.4 Activity Window Resource Preferences and Defaults
    3. 19.5-9 Assigning Roles and Resources to Suggested Setup
    4. Workshop 16 – Assigning Resources and Expenses to Activities
  20. Chapter 20 : Resource Optimization
    1. 20.1 Reviewing Resources Part 1 Activity Usage Spreadsheet
    2. 20.1 Reviewing Resources Part 2 Activity Usage Profile
    3. 20.1 Reviewing Resources Part 3 Resource Usage Spreadsheet
    4. 20.1 Part 4 Resource Usage Profile and Bucket Planning
    5. 20.2-20.5 Resource Assignment Window to Resolving Conflicts
    6. 20.6-20.11 Resource Leveling to Resource Curves
    7. Workshop 17 – Resource Optimization
  21. Chapter 21 : Updating A Resourced Schedule
    1. 21.1-21.2 Budget Values, Baseline Values and Current Date
    2. 21.3-21.4 Information Required Project Windows Defaults for Updating
    3. 21.5-21.7 Percent Complete Types, Steps and Updating a Schedule
    4. 21.8-21.9 Updating Resources and Updating Expenses
    5. Workshop 18 – Updating a Resourced Schedule
  22. Chapter 22 : Other Methods Of Organizing Project Data
    1. 22.1-22.2 Project Breakdown Structures and Activity Codes
    2. 22.3 User Defined Fields
    3. 22.4-22.6 WBS Category, Resource Codes Cost Accounts
    4. 22.7-22.9 Owner Activity, Assignment Codes Role Codes
    5. Workshop 19 – Activity Codes and User Defined Fields (UDF)
  23. Chapter 23 : Global Change
    1. 23.01 – 23.5 Introducing Global Change to Selecting Activities
    2. 23.6 – 23.10 Duration Calculations, Any All, Temporary Values More Advanced Examples
    3. Workshop 20 – Global Change
  24. Chapter 24 : Managing the Enterprise Environment
    1. 24.1 - 24.5 Multiple User Display Issues, EPS
    2. 24.6 - 24.11 Project Codes, Project Window, Summarizing and Job Services
    3. 24.12 Tracking Window
  25. Chapter 25 : Multiple Project Scheduling
    1. 25.1 - 25.7 Multiple Project Scheduling
  26. Chapter 26 : Utilities
    1. 26.1 - 26.3 Reflection Projects, Advanced Scheduling Options Audit Trail
    2. 26.4 Excel Import and Export
    3. 26.5 Project Import and Export Part 1 Introduction and XER Files
    4. 26.5 Project Import and Export Part 2 P6 XML Files
    5. 26.5 Project Import and Export Part 3 - Microsoft Project XML File Export
    6. 26.5 Project Import and Export Part 4 Microsoft Project XML File Import
    7. 26.06-08 Check In and Check Out, Online Help Activity Discussion Feature
    8. 26.9 - 26.12 Lean Tasks may be imported using an XML file, Maintain Relationships
  27. Chapter 27 : Earned Value Management with P6
    1. 27.1 - 27.7 Earned Value Management with P6

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