Primavera Training

Online Instructor-led (3 days)

Classroom (3 days)

Online Self-paced (24 hours)

Primavera P6 Professional Fundamentals Course Outline

Module 1: Understanding P6 Data

  • Primavera Enterprise
  • Enterprise Data
  • Project Specific Data
  • Project Calendars

Module 2: Enterprise Project Structure

  • Introduction to Enterprise Project Structure
    • Creating a New EPS

Module 3: Creating a Project

  • Project
    • Steps for Creating a New Project

Module 4: Creating a Work Breakdown Structure

  • Overview of Work Breakdown Structure (WBS)
    • Steps to Create a New WBS
  • Adding WBS Weighted Milestones

Module 5: Adding Activities

  • Activities
  • Types of Activities
  • Include Cost on Activities
  • Activity Codes

Module 6: Creating Relationships

  • Relationships
  • Types of Relationships
    • Finish to Start (FS) Relationship
    • Finish to Finish (FF) Relationship
    • Start to Start (SS) Relationship
    • Start to Finish (SF) Relationship
  • Steps to Add a Relationship Between Activities

Module 7: Scheduling

  • Introduction to Scheduling
    • Calculating a Schedule
    • Automatic Scheduling
  • Scheduling a Project Automatically

Module 8: Assigning Constraints

  • Constraints
  • Types of Constraints
  • Steps for Assigning a Constraint to an Activity

Module 9: Using Reflection Projects

  • Introduction to Reflection
  • Process to Create and Use Reflections
  • Creating a Reflection

Module 10: Formatting Schedule Data

  • Grouping and Sorting Activities
  • Filtering Activities

Module 11: Roles and Resources

  • Introduction to Roles
  • Introduction to Resources

Module 12: Assigning Roles

  • Adding a Role
  • Assigning a Role to an Activity

Module 13: Assigning Resources

  • Adding a Resource
  • Assigning a Resource to an Activity
  • Changing Resources Tab Columns

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Who should attend this Primavera P6 Professional Fundamentals Course?

The Primavera P6 Professional Fundamentals Training Course is designed for project managers, planners, schedulers, and individuals involved in project management and planning. This course is essential for individuals seeking to learn the fundamentals of using Primavera P6 for effective project planning and scheduling. The following individuals can greatly benefit from attending this course:

  • Project Managers
  • Project Planners
  • Project Schedulers
  • Construction Managers
  • Program Managers
  • Schedulers
  • Engineers
  • Portfolio Managers

Prerequisites of the Primavera P6 Professional Fundamentals Course

There are no formal prerequisites for this Primavera P6 Professional Fundamentals Training Course. However, familiarity with Project Management principles can be beneficial for the delegates.

Primavera P6 Professional Fundamentals Course Overview

This Primavera P6 Professional Fundamentals course shows you how to use this powerful software program to manage the entire project lifecycle from end to end.

Designed for those who are new to using Primavera and will need to use it in a project management capacity, Primavera P6 Professional Fundamentals for Project Managers is a certification that demonstrates ability to use Primavera’s basic features for project management.

This 3-day classroom training course covers topics such as creating and scheduling, assigning resources, executing and controlling, and adding activities. It is divided into three sections: Creating a Project, Scheduling a Project, and Project Execution and Control.

Available for Primavera P6 v18.8

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What's included in this Primavera Training Course?

The following is included with this training course:

  • The Knowledge Academy's Primavera P6 Professional Fundamentals Manual
  • Completion Certificate
  • Experienced Instructor 
  • Refreshments 

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Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera P6 Professional Advanced for Project Managers Course Outline

Module 1: Global Change

  • Overview
  • Global Change Conditions
  • Global Change Tool

Module 2: Resource Profiles Stacked Resource Histograms

  • Introduction to Resource Profile
  • Displaying the Resource Usage Profile
  • Resource Usage Profile Options
  • Show and Hide Resource Limits in the Resource Usage Profile
  • Show and Hide Resource Over-Allocation in the Resource Usage Profile
  • Show and Hide Overtime Information in the Resource Usage Profile
  • Stacked Resource Histograms

Module 3: Resource Assignments Window

  • Overview
  • Display the Resource Assignments

Module 4: Resource Curves

  • Overview
  • Adding a Resource Curve
  • Deleting a Resource Curve
  • Assigning a Resource Curve

Module 5: User-Defined Fields

  • Introduction to User-Defined Fields
  • Defining Custom User Fields
  • User Defined Fields Dialog Box
  • Examples of User Defined Fields

Module 6: Retained Logic and Progress Override

  • Overview
  • Scheduling with Retained Logic

Module 7: Calendar Effect on Lag

  • Steps to Apply Calendar Effect on Lag

Module 8: Multiple Float Paths

  • Overview
  • Steps to Calculate Multiple Float Paths

Module 9: Activity Usage Profile

  • Overview
  • Display the Activity Usage Profile

Module 10: Primavera Visualiser

  • Overview
  • Launching P6 Visualiser from P6 Professional

Module 11: Auto Compute

  • Overview
  • Applying Auto Compute Actuals to Activities

Module 12: Resource Codes

  • Introduction
  • Create a Resource Codes
  • Creating a Resource Code Value
  • Assigning Resource Codes and Values
  • Deleting Resource Code Values
  • Deleting Resource Codes

Module 13: Reflection Projects

  • Introduction
  • Process to Create and Use Reflections
  • Creating and Using a Reflection
  • What-If Project

Module 14: Baselines

  • Introduction
  • Creating a Baseline
  • Assigning a Baseline to a Project

Module 15: Calendars

  • Introduction
    • Calendar Pools
  •  Creating a Project Calendar

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Who should attend this Primavera P6 Professional Advanced Course?

The Primavera P6 Professional Advanced Course is designed for individuals who already possess a solid understanding of Project Management principles and have prior experience using Primavera P6 or a similar Project Management software. This course can benefit a wide range of professionals, including:

  • Experienced Project Managers
  • Project Planners and Schedulers
  • Construction and Engineering Professionals
  • Program Managers
  • Cost Analysts
  • Project Team Members

Prerequisites of the Primavera P6 Professional Advanced Course

There are no formal prerequisites for attending the Primavera P6 Professional Advanced Course. However, basic knowledge of Primavera and Project Management would be useful.

Primavera P6 Professional Advanced for Project Managers Course Overview

Oracle Primavera P6 is a project, portfolio, and programme management solution for project management, execution, and planning. It allows all project stakeholders to carefully monitor resource availability and adjust those resources to meet the needs of the project. It helps organisations manage projects of any size, modify different levels of complexity across projects, and wisely scale to meet the roles, functions, and skills. This training helps learners understand and use advanced techniques and functions of Primavera P6. Pursuing this training helps individuals get equipped with the necessary techniques and skills that will ultimately enhance their career opportunities and upgrade their earnings.

In this 2-day Primavera P6 Professional Advanced Training course, delegates get comprehensive knowledge of Primavera P6 Professional and various new features of Primavera P6. During this training, delegates will learn about baselines, which help us estimate whether our project is following the plan we set out to follow. They will also learn about adding and deleting resource curves, resource assignments, activity usage profiles, resource code values, and the calendar effect on lag. Our highly experienced trainer with years of experience in teaching Primavera training courses will conduct this course and help delegates become skilled in this software.

Course Objectives

  • To understand global change, which can be used to edit existing values
  • To learn about resource usage profiles, which are used to analyse quantity
  • To attain an understanding of scheduling the project in multiple float paths
  • To become familiar with the user defined fields and customer user fields
  • To get in touch with the auto compute feature available for resources
  • To know about user-defined fields to add limitless number of custom fields

At the end of this course, delegates will be able to use this powerful software programme to manage the entire project lifecycle from end to end with advanced techniques and skills. They will also be able to manage multiple projects at a time and use high-level resource planning. 

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What’s included in this Primavera P6 Professional Advanced Course?

  • World-Class Training Sessions from Experienced Instructors  
  • Primavera P6 Professional Advanced Certificate
  • Digital Delegate Pack

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Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera P6 Reporting with BI Publisher 11g Course Outline

Module 1: Navigating and Viewing Reports

  • Accessing Account Preferences
  • Accessing the P6 Reports Section​

Module 2: Creating Reports Using Existing Data Models

  • Selecting a Data Model
  • Adding and Saving a Layout
  • Setting Output Formats

Module 3: Working with the P6 Extended Schema

  • Understanding the P6 Extended Schema
  • Using the Oracle SQL Developer Data Modeler

Module 4: Constructing New Data Models

  • Setting a Default Data Source
  • Adding a Data Set
  • Building a SQL Query
  • Adding a Layout and Viewing the Report
  • Adding a List of Values and a Parameter

Module 5: Customising Layouts

  • Using the Layout Editor
  • Customising Layouts Using BI Publisher

Module 6: Editing P6 Sample Reports

  • Viewing P6 Sample Reports
  • Editing P6 Sample Reports

Module 7: Using BI Publisher with P6 Analytics

  • Adding BI Publisher Reports to a Dashboard
  • Creating a Report Based on P6 Analytics Analyses

Module 8: Scheduling

  • Scheduling Reports in P6
  • Scheduling Reports in BI Publisher

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Who should attend this Primavera P6 Reporting with BI Publisher 11g Course?

The Primavera P6 Reporting with BI Publisher 11g Training Course is designed for project managers, business analysts, and individuals responsible for generating and customising reports using Primavera P6 and Oracle BI Publisher 11g. This course is essential for individuals seeking to enhance their reporting skills and create insightful reports for project analysis and decision-making. The following individuals can greatly benefit from attending this course:

  • Project Managers
  • Business Analysts
  • Project Planners
  • Data Analysts
  • Reporting Professionals
  • IT Professionals
  • Database Administrators
  • Technical Support Engineers

Prerequisites of the Primavera P6 Reporting With BI Publisher 11g Course

There are no formal prerequisites for this Primavera P6 Reporting With BI Publisher 11g Training Course. However, familiarity with Primavera P6 concepts can be beneficial for the delegates.

Primavera P6 Reporting with BI Publisher 11g Course Overview

Primavera P6 is a comprehensive and flexible add-on that can handle all of the reporting requirements. Reporting in Oracle P6 is a time-saving way to maintain control and oversee the project. Studying Primavera P6 Reporting with BI Publisher 11g Training course is beneficial for learners to design and create reports using BI publisher. It helps individuals to create data models or use existing models to build reports, and it assists organisations in creating highly formatted reports and documents. Having Primavera training skills in the profile will certainly help individuals to undertake a variety of tremendous job opportunities.

This 2-day Primavera P6 Reporting with BI Publisher 11g Training course provides delegates with the essential topics of P6 reporting. During this training, delegates will learn how to create a report based on P6 Analytics analyses. They will also learn about Editing P6 Sample Reports, adding and saving a layout, scheduling reports in BI Publisher, selecting a data model, and many more. Our highly professional trainer with years of experience in teaching Primavera courses will conduct this training course and help you get a complete understanding of this course. 

This training will cover various essential topics, such as:  

  • Setting output formats
  • Building a SQL query
  • Setting a default data source
  • Accessing the P6 reports section​
  • Adding a list of values and a parameter

After attending this Primavera P6 Reporting with BI Publisher 11g Training course, delegates will be able to create reports by using existing data models. They will also be able to work with the P6 extended schema.

If delegates want to acquire more knowledge about Primavera, then they can choose courses like Primavera P6 Professional Fundamentals, Primavera P6 Professional Advanced, Primavera P6 EPPM Fundamentals, Primavera P6 EPPM Advanced, and more from our Primavera Training section.

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What’s included in Primavera P6 Reporting With BI Publisher 11g Course?

  • World-Class Training Sessions from Experienced Instructors
  • Primavera P6 Reporting With BI Publisher 11g Certificate
  • Digital Delegate Pack

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Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera P6 EPPM Fundamentals Course Outline

This training course will investigate the following topics:

Module 1: Navigation

  • Primavera P6 Overview
  • Introduction to Primavera P6 EPPM
  • Understanding the Views, Portals, and Layout

Module 2: Enterprise Project Structure

  • Enterprise Project Structure (EPS) Overview
  • Understanding the Enterprise Project Structure

Module 3: Project Creation

  • Project Creation Overview
  • Creating a New Project

Module 4: Work Breakdown Structure

  • Work Breakdown Structure (WBS) Overview
  • Defining a Work Breakdown Structure
  • Modifying the WBS

Module 5: Adding Activities

  • Activities Overview
  • Describing an Activity and its Attributes
  • Adding Activities
  • Understanding Duration Types
  • Assigning Activity Codes

Module 6: Relationships and Constraints

  • Relationships and Constraints Overview
  • Relationship Types
  • Creating Relationships
  • Apply a Constraint to an Activity
  • Critical Path Method

Module 7: Formatting Project Data

  • Grouping
  • Sorting
  • Filtering

Module 8: Roles and Resources

  • Describing Roles and Resources
  • Assigning Roles to an Activity
  • Assigning Rates on Roles
  • Assigning Resources

Module 9: Analysis

  • Analysis Overview
  • Scheduling the Project
  • Analysing Resource Allocations

Module 10: Baselines

  • Baselining the Project

Module 11: Updating Projects

  • Updating Projects Overview
  • Status Update Methods
  • Progressing Activity Status
  • Rescheduling the Projec

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Who should attend this Primavera P6 EPPM Fundamentals Course?

The Primavera P6 EPPM Fundamentals Course is designed for individuals who aim to develop a solid understanding of the Primavera P6 Enterprise Project Portfolio Management (EPPM) software. This course can benefit a wide range of professionals, including:

  • Experienced Project Managers
  • Project Planners and Schedulers
  • Project Team Members
  • Portfolio Managers
  • Business Analysts
  • Consultants and Trainers

Prerequisites of the Primavera P6 EPPM Fundamentals Course

There are no formal prerequisites for attending the Primavera P6 EPPM Fundamentals Course. However, basic knowledge of Primavera and Project Management would be useful.

Primavera P6 EPPM Fundamentals Course Overview

Primavera P6 Enterprise Project Portfolio Management (EPPM) is a cloud-based project portfolio management (PPM) software tool, providing a web-based solution for managing any project regardless of size. The application adapts to differing levels of complexity across projects and provides scalability to the requirements of the different roles, functions, or skills available within the organisation and project team. By using Primavera P6 EPPM, organisations can significantly deliver high performance with efficient security, flexible integration, and real-time reporting and analytics.

This Primavera P6 EPPS Fundamentals training course is a classroom-based course that will provide delegates with the basic level of knowledge and skills required to use P6 EPPM and make full use of this PPM tool.

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What’s included in this Primavera P6 EPPM Fundamentals Course?

  • World-Class Training Sessions from Experienced Instructors  
  • Primavera P6 EPPM Fundamentals Certificate
  • Digital Delegate Pack

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Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera P6 EPPM Advanced Course Outline

​This training course will explore the following areas:

 Module 1: Implementation of P6 EPPM

  • Principles of EPPM
  • Roles and Responsibilities
  • Goals and Objectives
  • Implementation
  • Needs Assessment
  • Communication

Module 2: Project Structures

  • Enterprise Project Structures (EPS)
  • Working with the EPS
  • Creating Projects
  • Calendars
  • Adding Activities
  • Activity Types
  • Activity Durations
  • Working with Activities
  • Gantt Chart
  • Activity Codes
  • Work Breakdown Structures (WBS)
  • WBS Example

Module 3: Relationships and Constraints

  • Creating Relationships
  • Relationship Types
  • Adding Predecessor Relationships
  • Adding Successor Relationships
  • Viewing Activity Relationships
  • Constraints
  • Types of Constraints

Module 4: Baselines

  • Introduction
  • Baselining the Project Plan
  • Creating Baselines
  • Assigning Baselines
  • Copying Baselines
  • Updating Baselines

Module 5: ​​Roles and Resources

  • Roles and Role Teams
  • Creating Roles
  • Resources
  • Assigning Resources to a Role
  • Assigning Roles to a Resource
  • Assigning Resources and Roles to Activities
  • Removing Roles from Activities
  • Assigning a Role Team to a Role
  • Assigning Rates to Roles
  • High-Level Resource Planning
  • What is Bucket Planning?
  • Future Period Bucket Planning

Module 6: ​​Viewing Portfolio Performance

  • Earned Value Analysis
  • Performing Earned Value Analysis
  • Calculating Earned Value using Resource Curves
  • Updating Progress
  • Performance Thresholds

Module 7: Viewing and Analysis Portfolios

  • Portfolios
  • Creating Portfolios
  • Portfolio Scenarios
  • Creating Portfolio Views
  • Scorecards
  • Bubble Charts and Pie Charts
  • Histograms
  • Portfolio Analysis
  • Defining and Prioritising Business Drivers
  • Portfolio Analysis – Cost and Resources

Module 8: ​​ Managing Allocation

  • Resource Allocation
  • Optimising the Project Plan
    • Shortening a Project Schedule
    • Scheduled Dates
    • Analysing Cost
  • Capacity Planning

Module 9: ​​ Resource Levelling and Advanced Scheduling

  • Scheduling and Resource Management
  • Understanding Critical Path Analysis
  • Critical Path and P6 EPPM
  • Calculating a Schedule
  • Automatic Scheduling
  • Scheduling a Project
  • Schedule Options Dialog Box – Advanced Tab
  • Scheduling and Resource Management
  • Resource Levelling Options and Priorities
  • Definitions of Levelling Priority
  • Levelling Resources on Various Activities

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Who should attend this Primavera P6 EPPM Advanced Course?

The Primavera P6 EPPM Advanced Course is designed for professionals who have a solid foundation in using Primavera P6 EPPM (Enterprise Project Portfolio Management) and are looking to enhance their skills and understanding of the software. This course can benefit a wide range of professionals, including:

  • Experienced Project Managers
  • Project Planners and Schedulers
  • Portfolio Managers
  • Project Control Professionals
  • Engineering and Construction Professionals
  • IT Professionals
  • Consultants and Trainers

Prerequisites of the Primavera P6 EPPM Advanced Course

Basic knowledge of Primavera and Project Management is required. Delegates should also have completed the Primavera P6 EPPM Fundamentals Training Course.

Primavera P6 EPPM Advanced Course Overview

This Primavera P6 Enterprise Project Portfolio Management Advanced training course provides delegates with practical experience in the realm of Primavera P6 advanced resource management and project management. Primavera P6 refers to Primavera’s web-based project management application, hence delegates will possess much expertise in the program if they attend this training course.

The list below is a summary of what delegates will learn about during Primavera P6 EPPM Advanced:

  • Creating resource teams
  • Creating role teams
  • High-level resource planning
  • Directing resources
  • Observing and analysing portfolio performance
  • Evaluating return on investment
  • Capacity planning
  • Waterline analysis
  • Earned value analysis

Completing this Primavera training course will ensure delegates understand Primavera P6’s resource and portfolio functionality so that they can make better project management choices. 

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What’s included in this Primavera P6 EPPM Advanced Course?

  • World-Class Training Sessions from Experienced Instructors  
  • Primavera P6 EPPM Advanced Certificate
  • Digital Delegate Pack

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Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Primavera P6 Dashboards and Reporting Course Outline

Module 1: What are Dashboards and Reporting in Primavera P6?

  • P6 Dashboard
    • Workspace
    • Workgroup
  • Primavera P6 Overview
    • Features of Primavera P6
    • Benefits
    • Working with P6

Module 2: How to Create a P6 Dashboard?

  • Important Considerations
  • Create the Empty Dashboard
  • Review Selections
  • Change the Layout
  • Decide on Access to this Dashboard

Module 3: Managing Your Dashboards

  • Differences Between Workspace and Dashboard
  • P6 Performance Dashboard Portlets
  • Personal Information Dashboard Portlets
  • Portfolio View Dashboards Portlets
  • Primavera Contract Management Dashboard Portlet 
  • Project Performance Workspace Portlets
  • Project Related Workspace Portlets
  • Project Collaboration Workspace Portlets

Module 4: How to Create and Run Reports in Primavera P6?

  • Creating a Project
  • How to Create and Run Reports in Primavera P6?

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Who should attend this Primavera P6 Dashboards and Reporting Course?

The Primavera P6 Dashboards and Reporting Course is designed for professionals and individuals who are seeking to enhance their skills in using Primavera P6 for project management and reporting. This course can benefit a wide range of professionals, including:

  • Project Managers
  • Project Planners and Schedulers
  • Business Analysts
  • Executives and Stakeholders
  • Project Team Members
  • Construction and Engineering Professionals
  • Program Managers

Prerequisites of the Primavera P6 Dashboards and Reporting Course

There are no formal prerequisites for this Primavera P6 Dashboards and Reporting Course.

Primavera P6 Dashboards and Reporting Course Overview

Primavera P6 is a project and portfolio management program launched by Oracle. It is a powerful software program used to manage the entire project life cycle from start to end. P6 Dashboard is a group of portlets, and it is a page on the web navigation bar that sends summaries from multiple projects or portfolios. It allows the user to see the same information about one project in comparison to another. Primavera P6 enables the creation of reports. It is a tabular document that populates with user-defined data subjects used to inform stakeholders of schedule progress. Holding comprehensive knowledge and skills of working with Primavera P6 Dashboards and Reporting features can be beneficial for any individual's career enhancement and get a higher paying job profile.

The Knowledge Academy's Primavera P6 Dashboards and Reporting Training course is designed to train the delegates with the required knowledge to understand the concepts of Primavera P6 Dashboard and Reporting concepts. In this 1-day training course, delegates will learn how to work with reports, schedule reports, and run reports on-demand. Our highly experienced trainers will conduct this training and help you get the required knowledge to create reports and work with the dashboards in the Primavera P6.

This course will include the following essential topics:

  • P6 Dashboard
  • Workspace
  • Workgroup
  • Review selections
  • Change the layout

After attending this training, delegates will be able to create and run Reports in Primavera P6 effectively. They will also be able to design and build a dashboard for a specific business unit in your organisation and use this portlet to analyse project information for a particular project or project group.

If delegates want to gain more knowledge and skills to enhance efficiency and deliver projects faster to superior quality, then they can explore our wide range of Primavera Training courses such as Primavera P6 Professional Fundamentals, Primavera P6 Professional Advanced, Primavera P6 Application Administration, and many more.

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What’s included in this Primavera P6 Dashboards and Reporting Course?

  • World-Class Training Sessions from Experienced Instructors  
  • Primavera P6 Dashboards and Reporting Certificate
  • Digital Delegate Pack

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Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Primavera P6 EPPM Earned Value Management Fundamentals Course Outline

Module 1: Navigation

  • Primavera P6 Overview
  • Logging In
  • Dashboards, Portfolios, Projects and Resources Tabs
  • Project Workspaces
  • Navigating the Project Pages

Module 2: Earned Value Management Fundamentals

  • Purpose and Benefits of EVM Reporting
  • Importance of Baseline Change Control Processes
  • Control Accounts and Work Packages

Module 3: Setting up a P6 Project Schedule for EVM Reporting

  • Building the WBS for Earned Value Management
  • Creating Layouts for Earned Value Management
  • Using WBS Milestones for Objective Earned Value Management
  • Setting up Labor, Non-Labor and Material Resource

Module 4: Baselining the Project Ready for Earned Value Reporting

  • Creating a Baseline
  • Working with Baselines
  • Maintain and Assign Baselines Feature
  • Baseline and Variance Columns

Module 5: Project Structures

  • Enterprise Project Structure (EPS)
  • Modifying the EPS
  • Organisational Breakdown Structure (OBS)

Module 6: Project Creation

  • Project Calendars
  • Working with Calendars
  • Creating a New Project

Module 7: Managing Project Status

  • Data Date and Status Process Overview
  • Entering Actual Dates and Costs
  • Recalculating for an Updated Forecast

Module 8: Earned Value Reporting

  • Layouts to Produce Gantt Charts Reports with EV Metrics
  • P6 Professional Reports View to Export Data for Excel Reporting
  • Cumulative Time-Phased Reports to create S, P, and A S-Curve Charts

Module 9: Project Analysis

  • Overview of Analysis
  • Working with Check Schedule
  • Adjusting the Project Schedule
  • Analysing Resource Availability
  • Entering Issues

Module 10: Progressing the Project

  • Introduction to Project Execution
  • Status Update Methods
  • Using Progress Spotlight
  • Progressing Activity Status
  • Rescheduling the Project

Module 11: Reporting and Exporting

  • Printing and Print Preview
  • Publishing Activities
  • Export and Importing

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Who should attend this Primavera P6 EPPM Earned Value Management Fundamentals Course?

The Primavera P6 EPPM Earned Value Management Fundamentals Course is suitable for professionals and individuals who want to gain a solid understanding of earned value management using the Primavera P6 Enterprise Project Portfolio Management (EPPM) software. This course can benefit a wide range of professionals, including:

  • Project Managers
  • Planners and Schedulers
  • Cost Controllers
  • Project Engineers
  • Construction Managers
  • Program Managers
  • Risk Managers

Prerequisites of the Primavera P6 EPPM Earned Value Management Fundamentals Course

There are no formal prerequisites for this Primavera P6 EPPM Earned Value Management Fundamentals Course. However, prior knowledge of Earned Value Management and its associated methodologies would be useful.

Primavera P6 EPPM Earned Value Management Fundamentals Course Overview

Primavera P6 is a project and portfolio management program launched by Oracle. It is a powerful software program used to manage the whole project life cycle from beginning to end. EPPM stands for Enterprise Project Portfolio Management. EVM (Earned Value Management) is used for cost and schedule control, which can be helpful in project forecasting. It is a project management method that helps to measure or monitor work finished on a project against the planned work. It is a robust and integrated solution used to prioritise, plan, manage, and execute projects, programs, and portfolios globally. Primavera P6 helps demonstrate confidence and proficiency in managing resources and simultaneously overseeing multiple and complex Projects and maximising its productivity. By holding the necessary competence in using Primavera P6, individuals can achieve a prominent job profile in their organisation and get more career advancement opportunities with a sizable paycheck.

In this 1-day Primavera P6 EPPM Earned Value Management Fundamentals training course, delegates will learn an overview of Primavera, the purpose and benefits of EVM reporting, navigating the project pages, and the importance of baseline change control processes. This training will provide delegates with an in-depth understanding of creating layouts and building the WBS for earned value management. This training course will cover how EVM can help an organisation monitor performance and reduce the risk of schedule and cost overruns.

The course will include the following essential topics:

  • Dashboards, portfolios, projects, and resources tabs
  • Project workspaces
  • Navigating the project pages
  • Enterprise Project Structure (EPS)
  • Entering actual dates and costs
  • Entering issues
  • Publishing activities

At the end of this training, delegates will be able to use cumulative time-phased reports to create S, P, and A S-curve charts for Earned Value Reporting. They will also be able to use Primavera software to create a new project, set up project structures, add activities, assign resources, adjust the project plan, schedule, and project calendar over-allocated resources.

If delegates want to gain more knowledge and skills to enhance efficiency and deliver projects on time, then they can explore our wide range of Primavera Training courses, including Primavera P6 Professional Fundamentals, Primavera P6 Professional Advanced, Primavera P6 Application Administration, and Primavera P6 EPPM Fundamentals.

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What’s included in this Primavera P6 EPPM Earned Value Management Fundamentals Course?

  • World-Class Training Sessions from Experienced Instructors  
  • Primavera P6 EPPM Earned Value Management Fundamentals Certificate
  • Digital Delegate Pack

Show moredown

Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

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

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Who should attend this Primavera P6 Application Administration Course?

The Primavera P6 Application Administration Training Course is designed for project managers, planners, schedulers, and individuals involved in project management and planning. This course is essential for individuals seeking to learn the fundamentals of using Primavera P6 for effective project planning and scheduling. The following individuals can greatly benefit from attending this course:

  • Project Managers
  • Project Planners
  • Project Schedulers
  • Construction Managers
  • Program Managers
  • Schedulers
  • Engineers
  • Portfolio Managers

Prerequisites of the Primavera P6 Application Administration Course

Before attending this Primavera P6 Professional Administration Training Course, you should have completed Primavera P6 Application Fundamentals Training and familiarity with Project Management principles can also be beneficial for the delegates.

Primavera P6 Application Administration Course Overview

This 2 day Primavera training course will teach delegates how to construct enterprise data structures and organise settings to meet the requirements of business implementation. During this training course, delegates will acquire an understanding of the EPS and OBS, adding users, and security organisation.

Further objectives of this Primavera P6 Application Administration training course include:

  • Adding resources
  • Setting project data
  • Setting enterprise data
  • Directing reporting
  • Defining project defaults
  • Building EPS
  • Building OPS

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What’s included in Primavera P6 Professional Administration Course?

  • World-Class Training Sessions from Experienced Instructors
  • Primavera P6 Professional Administration Certificate
  • Digital Delegate Pack

Show moredown

Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera Unifier Administration 15 Course Outline

Module 1: Introduction

  • Primavera Unifier Administration 15 Overview
  • Features

Module 2: Navigation

  • Landing Pages and Navigation Tabs
  • Describing Modes
  • Bookmarks
    • Adding Bookmarks
    • Using Bookmarks
    • Organising and Managing Bookmarks

Module 3: Company Relationship Management

  • Defining Concepts of Company Relationships
  • Adding Partner Companies
  • Removing Partner Companies

Module 4: Company User Administration

  • Company User Administration Overview
  • Add Owner Company Users
  • Add Partner Company Users

Module 5: Shell Manager Configuration

  • Shell Types and Functionality
  • Configuring Shells
    • Creating Shell Manually
    • Creating Shell from Shell Template or Existing Shell
    • Creating Shell by Importing CSV File
    • Creating Shells using Shell Creation Business Process
    • Adding Member Company to Shell
    • Viewing Member Company Profile
    • Creating New Shell Group
    • Editing Group Information
    • Generating Access Information Report

Module 6: Company Group Administration

  • Company Group Administration Overview
  • Responsibilities of Company Administrator
  • Creating and Maintaining Groups
    • Creating a New Group
    • Adding or Removing User Group Assignments in Bulk
    • Changing User Status in Bulk
    • Updating Multiple Users in The Users Log
  • Assigning Users to Groups
    • Updating Multiple Users in The Users Log
    • Removing a User from a Group
  • Assigning Group Permissions

Module 7: Business Process Configuration

  • Business Process Configuration Overview
  • Configuring Across Unifier Objects
    • Activity Sheet Permissions
    • Configuring Master Logs
    • Configuring Advanced Logs and Standard Logs

Module 8: Shell Administration

  • Characteristics of Shell Administration
  • Types of Shell Instances
    • Single Shell Instance
    • Multiple Shell Instance
  • Creating and Editing a Single Shell Instance
  • Creating Multiple Shell Instances of a Shell Type
  • Shell Dashboards
    • Two Dashboard Types in Project Shells
    • Setting Shell Instance Dashboard Permissions
    • Creating a Dashboard in a Shell Template
    • Copying a Shell Dashboard
    • Modifying Shell Instance Dashboard Properties
    • Deleting a Shell Instance Dashboard
    • Finding a Shell Instance Dashboard
    • Setting User or Group Permission for a Shell Instance Dashboard

Module 9: Workflow Setup

  • Creating Workflow Setup
    • Setting Up a Workflow Business Process
    • Setting Up Email Notification for a Workflow BP
    • Setting Up Auto-Creation of Workflow Business Process
    • Workflow Setup in General and Settings Tab
    • Overall Workflow Settings
    • Settings for Standard Workflow Steps

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Who should attend this Primavera Unifier Administration 15 Course?

The Primavera Unifier Administration 15 Course is suitable for a diverse range of individuals who are interested in acquiring comprehensive knowledge and skills in the administration of the Primavera Unifier 15 software. This course can benefit a wide range of professionals, including:

  • Project Managers
  • Project Administrators
  • System Administrators
  • Construction Managers
  • Engineering Professionals
  • Real Estate Developers
  • Facilities Managers
  • Portfolio Managers

Prerequisites of the Primavera Unifier Administration 15 Course

There are no formal prerequisites for this Primavera Unifier Administration 15 Course.

Primavera Unifier Administration 15 Course Overview

This 2-day Primavera course provides instruction on how to administer essential functions of Primavera Unifier. Through instructor-led training, you will learn how to manage access from users and groups to company and project workspaces. You will also learn the core skills required for defining data and configuration of Unifier objects.

Show moredown

 

What’s included in this Primavera Unifier Administration 15 Course?

  • World-Class Training Sessions from Experienced Instructors  
  • Primavera Unifier Administration 15 Certificate
  • Digital Delegate Pack

Show moredown

Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera Unifier: uDesigner Fundamentals 15 Course Outline

Module 1: Business Processes Types

  • Cost Type
  • Document Type
  • Text Type
  • Line Item Type
  • Simple Type
  • Request for Bid (RFB)
  • Resource Booking
  • TimeSheet
  • Project/Shell Creation

Module 2: Asset Manager Overview

  • Design Requirements for the Asset Manager

Module 3: Standard Cost Manager Overview

  • About Cash Flow Curves
  • About CBS Codes
  • About the Schedule of Values (SOV)
  • About Earned Value
  • How Cost Transactions Work in Unifier
  • Design Requirements for the Cost Manager

Module 4: Generic Cost Manager Overview

  • Design Requirements for a Generic Cost Manager

Module 5: Document Manager Overview

  • Design Requirements for the Document Manager
  • Creating Multiple Attributes Forms

Module 6: Planning Manager Overview

  • Design Requirements for a Planning Manager

Module 7: Portfolio Manager Overview

  • Design Requirements for a Portfolio Manager

Module 8: Resource Manager Overview

  • Design Requirements for a Resource Manager

Module 9: Schedule Manager Overview

  • Entering and Viewing Cost Data
  • Automating a Schedule Using Scope Management
  • Accumulating and Calculating Progress Data
  • Resource Assignment by Resource Type and Resource Effort
  • Design Requirements for the Schedule Manager
  • Design Requirements for Activity Sheet Attribute Form (AP & RAP)
    • Detail Form
    • Picker
    • Integration

Module 10: Activity Manager Overview

  • Detail Form
  • Picker
  • Integration
  • Manually Creating New Activity Sheet and Activity Attributes Form
  • Manually Creating WBS Sheet

Module 11: Earned Value Manager Overview

  • Organisation Breakdown Structure (OBS)
  • Work Breakdown Structure (WBS)

Module 12: User Administration

  • User Attribute Form
  • Creating User Attribute Form
  • Data Pickers and User Attribute Form
  • Design Requirements for User Properties Attribute Form

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Who should attend this Primavera Unifier: UDesigner Fundamentals 15 Course?

The Primavera Unifier: UDesigner Fundamentals 15 Training Course is tailored for professionals who want to develop a strong foundation in using uDesigner within the Primavera Unifier platform. This course is essential for individuals seeking to enhance their skills in designing and customising processes, forms, and workflows using uDesigner. The following professionals and individuals can greatly benefit from attending this course:

  • Program Managers
  • Business Process Analysts
  • Project Managers
  • Application Administrators
  • System Integrators
  • Workflow Designers
  • Business Analysts
  • Systems Administrators

Prerequisites of the Primavera Unifier: UDesigner Fundamentals 15 Course

There are no formal prerequisites for this Primavera Unifier: UDesigner Fundamentals 15 Training Course. However, familiarity with Project Management and Primavera Unifier concepts can be beneficial for the delegates.

Primavera Unifier: uDesigner Fundamentals 15 Course Overview

This course will teach individuals the essentials of uDesigner Fundamentals in Primavera Unifier. Interactive classroom-based training will cover designing business processes, creating data structures, attributing forms and shells, and distinguishing process types. Furthermore, delegates will gain skills to be able to make effective design decisions as well as transform designs into a functioning user interface.

After completing this course, you will be able to:

  • Have the skills to use uDesigner
  • Have the skills to trail design practices
  • Understand the difference between business process types
  • Generate key features

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What’s included in Primavera Unifier: UDesigner Fundamentals 15 Course?

  • World-Class Training Sessions from Experienced Instructors
  • Primavera Unifier: UDesigner Fundamentals 15 Certificate
  • Digital Delegate Pack

Show moredown

Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Primavera Unifier: Reports and Dashboards Course Outline

Module 1: Navigation

  • What is Navigation?

Module 2: User-Defined Report Templates

  • What are User-Defined Report Templates?

Module 3: Tabular Reports

  • What are Tabular Reports?
  • Data Elements Tab
  • Query Tab
  • Report Layout
  • Shells Tab

Module 4: Cross Tab Reports

  • What are Cross Tab Reports?

Module 5: Alert Reports

  • What are Alert Reports?

Module 6: Copying and Editing Reports

  • How to Copying and Editing Reports?

Module 7: Embed Report Templates in Shell Template

  • How to Embed Report Templates in Shell Template?

Module 8: Updating Shells

  • How to Updating Shells?

Module 9: Scheduling User Defined Reports

  • How to Schedule User Defined Reports?

Module 10: Company Level Reports

  • What are Company Level Reports?

Module 11: Running Reports

  • Running Reports
  • Run UDRs at Company or Shell Level
  • Viewing Saved Results  

Module 12: Configuring Alerts

  • How to Configure Alerts?

Module 13: Shell Dashboards

  • What are Shell Dashboards?

Module 14: Creating Data Cubes

  • How to Create Data Cubes?

Module 15: Create Dashboards from Data Cubes

  • How to Create Dashboards from Data Cubes?
  • Adding a Drilldown Block

Module 16: Updating Shell Dashboards

  • How to Update Shell Dashboards?

Module 17: Data Views

  • What are Data Views?
  • Examining Data Views
  • Data Views and UDRs

Module 18: Custom Reports

  • Custom Reports Permissions
  • Running Custom Reports

Module 19: System Reports

  • What are System Reports?

Module 20: Audit Report

  • What is an Audit Report?

Module 21: Custom Dashboards via Primavera Analysis

  • Launching Analytics from Shell Dashboards

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Who should attend this Primavera Unifier: Reports And Dashboards Course?

The Primavera Unifier: Reports and Dashboards Training Course is designed for project managers, data analysts, and professionals aiming to enhance their skills in creating and utilising reports and dashboards within the Primavera Unifier platform. This course is essential for individuals seeking to optimise data visualisation, analysis, and reporting for effective project management and decision-making. The following professionals can greatly benefit from attending this course:

  • Project Managers
  • Data Analysts
  • Portfolio Managers
  • Business Analysts
  • Systems Administrators
  • Program Managers
  • Project Planners
  • Database Administrators

Prerequisites of the Primavera Unifier: Reports And Dashboards Course

There are no formal prerequisites for this Primavera Unifier: Reports And Dashboards Training Course. However, familiarity with Project Management concepts can be beneficial for the delegates.

Primavera Unifier: Reports and Dashboards Course Overview

Primavera Unifier is the widely renowned project lifecycle management system for cost controlling, project delivery, capital planning, and real estate management. It oversees all phases of a project, from planning to construction, operations and maintenance. Studying Primavera Unifier: Reports and Dashboards will help learners to enhance their skills of how to develop reports and develop dashboards. The web-based platform of Primavera Unifier optimises and integrates important business processes, data, and documents throughout the organisation. Having Primavera training skills in the profile will certainly help individuals to undertake a variety of tremendous job opportunities.

This 2-day Primavera Unifier: Reports and Dashboards Training course covers all the essential topics by which delegates will become fully familiar with the Primavera Unifier. During this training, they will learn how to embed report templates in the shell template. They will also learn about viewing saved results, examining data views, system reports, updating shells, running custom reports, and many more. Our highly professional trainer with years of experience in teaching Primavera courses will conduct this training course and will help you get a complete understanding of this course. 

  • Query tab
  • Shells tab
  • How to update shells?
  • Running reports
  • What are data views?
  • What is an audit report?

After attending this Primavera Unifier: Reports and Dashboards Training course, delegates will be able to launch analytics from shell dashboards. They will also be able to create dashboards from data cubes.

If delegates want to acquire more knowledge about Primavera, then they can choose courses like Primavera P6 Professional FundamentalsPrimavera P6 Professional AdvancedPrimavera P6 EPPM FundamentalsPrimavera P6 EPPM Advanced, and more from our Primavera Training section.  

Show moredown

What’s included in Primavera Unifier: Reports And Dashboards Course?

  • World-Class Training Sessions from Experienced Instructors
  • Primavera Unifier: Reports And Dashboards Certificate
  • Digital Delegate Pack

Show moredown

Not sure which course to choose?

Speak to a training expert for advice if you are unsure of what course is right for you. Give us a call on +61 272026926 or Enquire.

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Primavera Training FAQs

Primavera is an easy to use, high-performance project management software that facilitates large scale, complex projects. This project management system can deal with a limitless number of resources, unlimited number of target plans, and up to 10,000 activities. It was founded in 1983 and was acquired by Oracle in 2008.
No, our Primavera courses do not have any examinations, certification is achieved through attendance and participation of the courses.
Your instructor will be an experienced Primavera P6 user with experience of using it for project management in their career.
Yes, all of our candidates are offered support throughout their training, and after it has been completed.
The Knowledge Academy is the Leading global training provider for Primavera Training.
The price for Primavera Training certification in Australia starts from AUD3795.

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