Primavera P6 Application Administration - United Kingdom

Primavera P6 Application Administration Course Outline

This training course will explore the following topics:

Module 1: Managing the EPS

• Introduction to the EPS
• Benefits of the EPS
• Elements of the EPS
• Configuring the EPS

Module 2: Managing the OBS

• Introduction to the OBS
• OBS Interface
• Creating an OBS
• Assigning Users to OBS Elements

Module 3: Managing the WBS

• About the WBS
• Creating a WBS
• Configuring WBS Information
• Earned Value Calculations
• Cost Accounts
• Creating Milestones

Module 4: Defining Resources and Roles

• Roles
• Specifying Rates for Roles
• Creating Roles
• Assigning a Resource to a Role
• Assigning a Role Team to a Role
• Resources and Resource Settings
• Calendar
• Default Units/Time
• Overtime Allowed
• Auto Compute Actuals
• Currency
• Calculate Costs from Units
• Progress Reporting Settings
• Adding and Deleting Resources
• Configuring Resource Settings

Module 5: Configuring Enterprise Data

• Enterprise Data Page
• About Currency
• Setting the Base Currency
• Adding a New Currency
• Creating and Deleting Financial Periods
• Creating Financial Period Batches
• Creating a Global Calendar
• Setting a Default Global Calendar
• Setting Hours for Work Periods
• Setting a Standard Work Week
• Modifying Calendar Days
• Adding Overheads
• Setting Overtime
• Adding Timesheet Periods
• Creating User-Defined Fields

Module 6: Managing User Access

• Introduction to User Access
• Creating and Deleting User Accounts
• Deactivating User Accounts
• Changing User Passwords
• Changing Your Password
• Counting Users
• Resetting a User Session
• Creating and Assigning User Interface Views
• Assigning Module and Resource Access
• Assigning Associated Resources
• Creating Project Security Profiles
• Creating Global Security Profiles

Module 7: Planning a Project

• Creating Project Templates
• Creating New Projects
• Create Project from Template
• Deleting Projects
• Assigning Locations to Projects
• Creating Baselines
• Creating User-Defined Fields
• Auditing