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Learn More About Using Primavera Applications

Oracle and Primavera Project Portfolio Management – Overview and Case Study

This case study was presented at the OAUG Collaborate 09 conference by Project Partners’ Tamim Kulaly, PMP.  This whitepaper and accompanying presentation provides a high level overview of new Primavera P6 features and includes a case study illustrating how firms are using Primavera with Oracle E-Business Suite Projects Applications to support business processes not possible with either system alone. You can register and download the documents here.

Integrating Primavera With Oracle EBS Projects Applications

Primavera Value Proposition video

Learn more about OP3 for Integration

 

Primavera P6 Web Course (101)


This course provides hands-on training for Primavera’s Web-based solution. Participants will create a project, create activities and relationships, customize activity views, assign resources, adjust the project plan to account for schedule delays and over-allocated resources, and analyze portfolios. Participants also will customize dashboards. Hands-on workshops help students create and track an entire project to completion.
Targeted role: Program Managers, Project Managers
Course length: 3 days
Course level: Basic
Prerequisite: Fundamental project management training, knowledge of MS Windows.
Profession Development and Continuing Education Units:
Earns 19.5 PDUs and 1.95 CEUs
PMI Program Number - 101

Learning Outcomes:

Day One

Introduction to Primavera

  • Describe Primavera solutions
  • Describe P6

The Project Management Life Cycle

  • Review the relationship between Primavera and the Project Management Life Cycle
  • Identify the five process groups in the Project Management Life Cycle

Overview and Navigation

  • Log in to P6 Web
  • Navigate to sections
  • Locate Action bars

Creating a Project

  • Create a project
  • Select a location in the Enterprise Project Structure
  • Assign a Responsible Manager from the Organizational Breakdown Structure

Editing Project Details

  • Select a project in the EPS
  • View Project Details
  • Enter project data in the Details tabs
  • Creating a Work Breakdown Structure
  • Describe a WBS
  • Create multiple levels of a WBS hierarchy

Adding Activities

  • Describe activity types
  • View activity information in the Activities tab
  • Send an e-mail related to an activity
  • Edit Activity Details
  • Add steps to an activity
  • Add a Notebook topic to an activity
  • Assign an activity code

Using Activity Views

  • Customize columns
  • Filter data
  • Group and sort activities

Day Two:

Creating Relationships

  • Differentiate between four relationship types
  • Create relationships in Activity Details
  • Create relationships in the Gantt Chart

Scheduling

  • Define key scheduling terms
  • Perform a backward and forward pass
  • Define Total Float and its impact on the schedule
  • Schedule a project
  • Describe loops and open ends

Assigning Constraints

  • Apply an overall deadline to a project
  • Apply a constraint to an individual activity
  • Add notebook topics to constrained activities
  • Describe available constraint types

Optimizing the Project Schedule

  • Analyze schedule dates
  • Shorten a project schedule

Assigning Resources

  • Assign a role
  • Fill a role assignment
  • Request resources
  • Assign a resource
  • Check resource availability
  • Send e-mails to assigned resources

Project Workspace

  • Describe the Project Workspace
  • Add and remove portlets
  • Customize the Project Workspace

Analyzing Resources and Costs

  • Analyze and remove resource overallocation
  • Analyze project costs

Baselining the Project

  • Add a baseline
  • Select a baseline

Day Three:

Executing the Project Plan

  • Describe several methods for updating the project schedule
  • Define the data date

Analyzing the Updated Project

  • Compare Must Finish By and Scheduled Finish dates
  • View issues
  • View schedule performance
  • Adjust the project based on issue information
  • View budget data

Reporting

  • Assign reports to the Project Reports portlet
  • Schedule reports
  • View scheduled reports

Dashboards

  • Create a dashboard
  • Add and remove dashboards
  • Filter data to display in portlets
  • View your projects and activities

Portfolios

  • Create a portfolio manually
  • Create a portfolio by filter

To schedule or get more information about Primavera training: Contact Us