Primavera P6 Professional Fundamentals - The Simplex · PDF fileprimavera p6 professional fundamentals developed for your company by the simplex group, inc. edition 1.0 month year

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  • PRIMAVERA P6

    PROFESSIONAL

    FUNDAMENTALS

    DEVELOPED FOR YOUR COMPANY

    BY THE SIMPLEX GROUP, INC.

    EDITION 1.0

    MONTH YEAR

  • PRIMAVERA P6 PROFESSIONAL FUNDAMENTALS PAGE 1

    Disclaimer This document contains confidential and proprietary information. It is developed and maintained by The Simplex

    Group, Inc., and may be copied and printed for use in Your Companys Primavera training courses.

    The information contained in this document is subject to change. If you find any problems in the document, please

    report them to: The Simplex Group, Inc., www.simplexgroup.com, 800-847-7539, [email protected].

    http://www.simplexgroup.com/mailto:[email protected]

  • PAGE 2 PRIMAVERA P6 PROFESSIONAL FUNDAMENTALS

    Contents Lesson 1 - Understanding Data in Primavera P6 EPPM ..........................................................................4

    Enterprise and Project-Specific Data ................................................................................................5

    Logging In and Navigation ...............................................................................................................7

    Open an existing Project..................................................................................................................8

    Lesson 2 - Creating a Project.............................................................................................................. 17

    Create a Project ............................................................................................................................ 17

    Navigating in the Projects Window ................................................................................................ 21

    Viewing Project Details.................................................................................................................. 21

    Reviewing Project Codes ............................................................................................................... 25

    Lesson 3 - Creating a Work Breakdown Structure ............................................................................... 26

    Defining a Work Breakdown Structure ........................................................................................... 26

    Creating a Work Breakdown Structure ........................................................................................... 26

    Setting User Preferences ............................................................................................................... 28

    Lesson 4 - Adding Activities ............................................................................................................... 30

    Describing an Activity and its Components ..................................................................................... 30

    Describing Activity Types ............................................................................................................... 34

    Adding Activities ........................................................................................................................... 35

    Adding a Notebook Topic .............................................................................................................. 36

    Assigning Activity Codes ................................................................................................................ 37

    Assigning Calendars ...................................................................................................................... 38

    Lesson 5 - Relationships .................................................................................................................... 41

    Viewing a Network Logic Diagram .................................................................................................. 41

    Relationship Types ........................................................................................................................ 42

    Creating Relationships................................................................................................................... 42

    Inter-project Relationships ............................................................................................................ 44

    Lesson 6 - Scheduling ........................................................................................................................ 46

    Objectives .................................................................................................................................... 46

    Performing a Forward and Backward Pass ...................................................................................... 46

    Total Float .................................................................................................................................... 48

    Scheduling Options ....................................................................................................................... 51

    Lesson 7 Constraints ...................................................................................................................... 54

    Applying an Overall Deadline to the Project.................................................................................... 55

  • PRIMAVERA P6 PROFESSIONAL FUNDAMENTALS PAGE 3

    Assigning an Activity Constraint ..................................................................................................... 56

    Lesson 8 - Formatting Schedule Data ................................................................................................. 58

    Grouping Activities........................................................................................................................ 58

    Sorting ......................................................................................................................................... 61

    Filtering........................................................................................................................................ 62

    Lesson 9 Resource Breakdown Structure ......................................................................................... 68

    Describing Resources .................................................................................................................... 68

    Viewing Resource Dictionary ......................................................................................................... 68

    Reviewing Resource Codes ............................................................................................................ 70

    Lesson 10 - Assigning and Analyzing Resources................................................................................... 71

    Assigning Resources ...................................................................................................................... 71

    Adjusting Budgeted Units/Time ..................................................................................................... 73

    Reviewing Duration Types and the Different Results ....................................................................... 74

    Analyzing Resources with the Resource Usage Profile ..................................................................... 77

    Analyzing Resources with the Resource Assignment Window .......................................................... 81

    Lesson 11- Optimizing the Project Plan .............................................................................................. 84

    Analyze schedule dates ................................................................................................................. 84

    Shortening a Project Schedule ....................................................................................................... 84

    Analyzing Resource Availability ...................................................................................................... 86

    Lesson 12 - Baselining the Project Plan............................................................................................... 89

    Creating a Baseline Plan ................................................................................................................ 89

    Display Baseline Bars on the Gantt Chart ........................................................................................ 91

    Lesson 13 - Project Execution and Control .......................................................................................... 93

    Methods for Updating the Schedule............................................................................................... 93

    Using Progress Spotlight ................................................................................................................ 93

    Statusing Activities........................................................................................................................ 94

    Rescheduling the project ............................................................................................................... 95

    % Complete Types ........................................................................................................................ 96

    Lesson 14 - Reporting Performance ................................................................................................... 98

    Describing Reporting Methods....................................................................................................... 98

    Running a Schedule Report................................................................................