P6 Professional Fundamentals R8.3

Primavera P6 R8.
3 Professional Fundamentals
Training Course Outline
Course Overview
Prescience Technology is an Oracle Platinum Partner and specialist provider

of Primavera Services. This Prescience course introduces the user to Oracle
Primavera P6 version 8.3 Professional Client. It explores P6 navigation and
core functionality and demonstrates how to build a project from start to
finish. Course content incorporates the best practice principles for project
execution and management and is highly recommended to get you up and
running with P6.
Course Structure
& Certification
This is a two-day Instructor Led Training (ILT) training course facilitated by P6

experts with wide industry experience.
It includes a number of learner activities and formal assessment along with
easy-to-use learner materials designed to support during and beyond training.
Course Objectives
This course aims to:

1. Provide an introduction to Oracle Primavera P6 v8.3 Professional as an
Enterprise Portfolio Project Management (EPPM) tool.
2. Demonstrate how to build a project in P6.
3. Explore how to execute and optimise the project.
4. Introduce and explore the Visualiser reporting tool.
5. Equip the learner with a level of competency that enables them to use P6
in the workplace
Target Audience
This course is aligned to the competency requirements of the new Primavera

P6 Professional user.
Prerequisites
There are no prerequisites for this course.
Assessment
The assessment of knowledge and skill development is based on the following:

Progressive interactive Learner Activities.
Formal Assessment at end of course.
Page 1
Primavera P6 R8.3 Professional Fundamentals

Module 1: Introduction to Primavera P6 R8.3
Professional
Key Topics
1. P6 as a Project Portfolio Management (PPM) tool

2. Enterprise Project Structure (EPS) and Organisational Breakdown
Structure (OBS)
3. Enterprise Project Structure (EPS) and Organisational Breakdown
Structure (OBS)
4. Navigation of Main Menu and accessing P6 Help
5. Enterprise vs Project Data
6. Navigation of the Projects Window
7. Open a Project
Learning
Outcomes
1. Describe P6 as a Project Portfolio Management (PPM) tool

2. Understand the purpose of the Enterprise Project Structure (EPS) and the
Organisational Breakdown Structure (OBS)
3. Login to P6 and navigate the Main Menu
4. Differentiate between Enterprise and Project data
5. Navigate the Projects Window
6. Open a Project
Learner Activities
1. Login & navigate the Primavera Professional Homepage

2. Open a project and review toolbars
Module 2: Building a Project

Key Topics
1. Creating a Project
2. Creating a Work Breakdown Structure
3. Describe Activity Attributes and explain the use of the different Activity
Types
4. Add Activity Relationships
5. Link Projects
Learning
Outcomes
1.
2.
3.
4.
5.
Learner Activities
1. Create a new Project and Build the WBS

2. Add Activities to a project
3. Creating Activity Relationships
Creating a Project
Creating a Work Breakdown Structure
Understanding Activities
Creating Activity Relationships
Linking Projects
Page 2

Module 3: P6 Calendars
Key Topics
1. View and Create Calendars

2. Assign Calendars to Activities
Learning
Outcomes
1.
2.
3.
4.
Learner Activity
Create and assign a calendar to an activity
View calendars using the Enterprise file option

Create Calendars
Assign Calendars to Activities
Assign a Project Default Calendar
Module 4: Resources
Key Topics
1.
2.
3.
4.
Resource Breakdown Structure (RBS)

Create New Resources
Assign Resources
View Resource Allocation
Learning
Outcomes
1.
2.
3.
4.
5.
Understand Resource Breakdown Structure (RBS)

Describe Resource classification in P6
Navigate the Resources page and explore detail tabs
Create and Assign a Resource to an activity
View Resource profile and assignments
Learner Activity
Create and Assign a Resource
Module 5: Schedule a Project

Key Topics
1. Critical Path Method Scheduling and the Impact of Float

a.
Forward and Backward passes
b.
Out of Sequence activities
2. Schedule a Project
c.
Schedule Settings
d.
Viewing the schedule log
e.
Viewing the Critical Path
3. Assign a constraint
Learning
Outcomes
1.
2.
3.
4.
5.
Describe Critical Path Method scheduling and the impact of Float

Schedule a Project
Assign a constraint
Interpret the scheduling log
View the Critical Path
Page 3

Learner Activity
Scheduling a project
Module 6: Baseline a Project

Key Topics
1. Perform schedule analysis and optimise

2. Undertake resource analysis
3. Create and assign a project baseline
Learning
Outcomes
1. Perform schedule analysis and optimise schedule

2. Undertake resource analysis
3. Create and assign a project baseline
Learner Activities
Create and Assign Baseline
Module 7: Progress the Project

Key Topics
1. Methods of applying progress

2. Update individual activities
3. Assessing Project Performance
Learning
Outcomes
1.
2.
3.
4.
Learner Activities
Update and reschedule a project in P6
Methods of applying progress

Understand how P6 calculation settings affect progress updates
Assess Project Performance
Update individual activities
Module 8: Layouts Filters, Group and Sort

Key Topics
1. Using Layouts, Reporting Layouts

2. Filtering, Grouping and Sorting
3. Customising Columns and Gantt Chart bars
Learning
Outcomes
1.
2.
3.
4.
5.
6.
7.
Learner Activity
Creating a Layout
Create and Save a Layout

Prepare data for printing
Format Project Data
Utilise Filters to constrain data displayed
Utilise Group and Sort options to arrange data
Customising Columns
Customise data using the Bars dialogue box
Page 4

Module 9: Project Documents
Key Topics
1. Using P6 Document function
Learning
Outcomes
1. Create links to p6 document Categories in a Project.

2. Assign a Document to an Activity, WBS, or Project
3. Launch a document from within P6
Learner Activities
No learner activities
Module 10: Reporting a Project

Key Topics
1. Generate Standard Reports

2. Generate Time Distributed Reports
Learning
Outcomes
1.
2.
3.
4.
5.
6.
Learner Activities
1. Report on a project
Generate a Report using the Report Wizard

Generate a Report from a Layout
Generate a Time Distributed Report
Set print Options for Reports
Run Reports in the Report window
View Reports in the Report window
Module 11: Using P6 R8.3 Visualizer

Key Topics
1.
2.
3.
4.
Visualizer basic operations

Using the Options and Imports functions
Create New Timescaled Logic Diagram
Create New Gantt Chart
Learning
Outcomes
1. Launch Visualizer Stand Alone and from within P6

2. Use the Visualizer Options settings when modifying or creating Timescaled
Logic Diagrams and Gantt Charts
3. Open an existing Timescaled Logic template
4. Create Timescaled Logic diagrams
5. Open an existing Gantt Chart template
6. Create Gantt Chart Diagrams
7. Import Primavera P6 Layout .PLF files into Visualizer to create Gantt
Chart views
Learner Activities
1. Create New TSLD

2. Create New Gantt Chart
Page 5

P6 Professional Fundamentals R8.3

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Primavera P6 R8.

Prescience Technology is an Oracle Platinum Partner and specialist provider

This is a two-day Instructor Led Training (ILT) training course facilitated by P6

This course aims to:

This course is aligned to the competency requirements of the new Primavera

There are no prerequisites for this course.

The assessment of knowledge and skill development is based on the following:

Primavera P6 R8.3 Professional Fundamentals

1. P6 as a Project Portfolio Management (PPM) tool

1. Describe P6 as a Project Portfolio Management (PPM) tool

1. Login & navigate the Primavera Professional Homepage

Module 2: Building a Project

1. Create a new Project and Build the WBS

Primavera P6 R8.3 Professional Fundamentals

1. View and Create Calendars

Create and assign a calendar to an activity

View calendars using the Enterprise file option

Resource Breakdown Structure (RBS)

Understand Resource Breakdown Structure (RBS)

Create and Assign a Resource

Module 5: Schedule a Project

1. Critical Path Method Scheduling and the Impact of Float

Describe Critical Path Method scheduling and the impact of Float

Primavera P6 R8.3 Professional Fundamentals

Module 6: Baseline a Project

1. Perform schedule analysis and optimise

1. Perform schedule analysis and optimise schedule

Create and Assign Baseline

Module 7: Progress the Project

1. Methods of applying progress

Update and reschedule a project in P6

Methods of applying progress

Module 8: Layouts Filters, Group and Sort

1. Using Layouts, Reporting Layouts

Create and Save a Layout

Primavera P6 R8.3 Professional Fundamentals

1. Using P6 Document function

1. Create links to p6 document Categories in a Project.

Module 10: Reporting a Project

1. Generate Standard Reports

Generate a Report using the Report Wizard

Module 11: Using P6 R8.3 Visualizer

Visualizer basic operations

1. Launch Visualizer Stand Alone and from within P6

1. Create New TSLD

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