Primavera P6 Professional Project Management Fundamentals – Course

Objectives
Overview

This Primavera P6 Professional Project Management Fundamentals curriculum leads students through the entire project life cycle, from
planning to execution. Students will develop a thorough understanding of how to plan and schedule.

Available Curriculum Languages:

• English

Duration
• Recommended total course time: 90 hours*
• Professional education credit hours for educators who complete Oracle Academy training: 30

* Course time includes instruction, self-study/homework, practices, projects and assessment

Target Audiences

Educators
• Technical, vocational, and 2- and 4-year college and university faculty members who teach construction or engineering project
management or a related subject

Students
• Students who want to understand the basic features and functionality of Oracle Primavera P6, an industry-standard software
tool for project management processes

Prerequisites

Required
• None

Suggested
• Oracle Learning Library: Primavera P6 Professional

Suggested Next Courses

• Primavera P6 Professional Advanced

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Lesson-by-Lesson Topics and Objectives

Section 1 – Overview and Creating a Project

• 1-1 Project Management Life Cycle
o Identify the five process groups in the Project Management Life Cycle
o Describe the steps included in each process group
• 1-2 Understanding Data in P6
o Describe P6 Professional
o Describe the Enterprise Project Structure
o Describe the Organizational Breakdown Structure
o Distinguish between enterprise data and project-specific data
• 1-3 Overview and Navigation
o Log in to P6 Professional
o Open an existing project
o Open and navigate among different windows
o Open an existing layout
o Customize a layout
o Save a layout
• 1-4 Creating a Project
o Create a project
o Navigate in the Projects window
o View and modify information in Project Details
• 1-5 Creating a Work Breakdown Structure
o Define a Work Breakdown Structure (WBS)
o Create multiple levels of a WBS hierarchy
• 1-6 Adding Activities
o Describe an activity and its components
o Describe activity types
o Add activities
o Add a Notebook topic to an activity
o Add steps to an activity
o Assign activity code values to activities
• 1-7 Assigning Calendars
o Define work time and non-work time
o Explain the differences between global, project, and resource calendars
o Create a new project calendar
• Case Study 1: Creating a Project

Section 2 – Scheduling and Assigning Resources

• 2-8 Creating Relationships
o View a network logic diagram
o Describe the four relationship types
o Create relationships in the Activity Network
o Create relationships in Activity Details
• 2-9 Scheduling
o Describe Critical Path Method (CPM) Scheduling
o Perform a forward and a backward pass
o Describe float and its impact on a schedule
o Identify loops and open ends
o Calculate a schedule
o Analyze the scheduling log report

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2
 • 2-10 Assigning Constraints
o Describe available constraint types
o Apply Must Finish By constraint to a project
o Apply a Start On or After constraint to an activity
o Add a comment to an activity
o Add a Notebook topic to a constrained activity
• 2-11 Creating Layouts
o Group activities according to specific criteria
o Sort activities
o Apply a filter
o Create a filter
• 2-12 Understanding Roles and Resources
o Describe roles
o View the roles dictionary
o Describe resources
o Identify the differences between labor, nonlabor, and material resources
o View the resource dictionary
• 2-13 Assigning Roles and Resources
o Assign roles to an activity
o Assign rates on roles
o Assign resources to an activity by role and directly from the resource dictionary
o Adjust Budgeted Units/Time for a resource
o Assign expenses to activities
• 2-14 Optimizing the Project Plan
o Analyze schedule dates
o Shorten a project schedule
o Analyze resource availability
o Resolve resource over allocation
o Analyze project costs
• Case Study 2: Optimizing the Project

Section 3 – Baselining and Executing

• 3-15 Baselining the Project Plan
o Create a baseline plan
o Display baseline bars on the Gantt chart
o Modify the bars on the Gantt chart
• 3-16 Importing and Exporting Data
o Describe the process of importing and exporting data
o Export a project
o Import a project
• 3-17 Methods of Applying Progress
o Describe methods for applying progress to a project
• 3-18 Executing the Project Plan
o Use Progress Spotlight
o Update the status of completed activities and activities in progress
o Reschedule the project
• 3-19 Refection Projects
o Create a reflection project
o Merge changes from reflection project into source project
• 3-20 Analyzing the Updated Project
o Analyze schedule dates, resource availability/allocation, and project costs
o Identify areas where the project is falling behind schedule or exceeding planned costs
o Make changes necessary to address variances
o Understand the importance of analyzing a project after every status update

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3
 • 3-21 Reporting Performance
o Describe reporting methods
o Run a schedule report
o Create a resource report with the Report wizard
o Create a time distributed report
o Create a report using the current layout
• Case Study 3: Execution and Control

Section 4 – Appendices
• 4-A Appendix A - Creating Printed Output
o Customize the appearance of headers and footers
o Insert and format the curtain and text attachment tools
o Format the appearance of the data date
• 4-B Appendix B - Managing Documents
o Describe the difference between a work product and a reference document
o Create a document record
o Link the document record to a project document or work product
o Assign the project document to an activity or WBS
• 4-C Appendix C - Schedule Comparison
o Describe how Schedule Comparison compares project plans
o Create a report in Schedule Comparison

Copyright © 2020, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.