Primavera Training | Primavera P6 EPPM Advanced Training in Cape Town

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 in EPPM
• Goals and Objectives of P6 EPPM Implementation
• Implementation Strategies and Best Practices
• Conducting a Needs Assessment
• Communication and Change Management in EPPM
• User Access and Security Settings in P6
• Integration of Primavera P6 with External Systems (ERP, BI, SAP, etc.)

Module 2: Enterprise Project Structures (EPS) and WBS

• Understanding Enterprise Project Structures (EPS)
• Creating and Managing EPS Hierarchies
• Project Authorization and Access Control
• Creating and Configuring Projects in EPS
• Understanding Work Breakdown Structures (WBS)
• Creating and Modifying WBS Elements
• Handling Multi-Project Structures in P6

Module 3: Activity Management and Relationships

• Adding and Configuring Activities
• Activity Types and Their Impact on Scheduling
• Assigning Activity Durations and Constraints
• Creating and Managing Relationships
• Understanding Relationship Types (FS, FF, SS, SF)
• Adding Predecessor & Successor Relationships
• Managing Out-of-Sequence Progress
• Best Practices for Activity and Relationship Management

Module 4: Baselines and Performance Tracking

• Introduction to Baselines in Primavera P6
• Creating and Assigning Baselines
• Copying and Updating Baselines
• Managing Multiple Baselines
• Comparing Baseline vs. Actual Project Performance
• Baseline Best Practices for Large Projects
• Using Baselines for Earned Value Management (EVM)

Module 5: Advanced Roles and Resource Management

• Understanding Roles and Role Teams
• Creating and Assigning Roles in P6
• Managing Resources and Resource Pools
• Assigning Roles to Resources and Activities
• High-Level Resource Planning and Capacity Management
• Understanding and Using Bucket Planning
• Resolving Resource Over-Allocation
• Using Resource Curves for Advanced Planning

Module 6: Earned Value Analysis & Performance Monitoring

• Fundamentals of Earned Value Analysis (EVA)
• Key EVA Metrics: PV, EV, AC, SV, SPI, CV, CPI
• Performing Earned Value Analysis in P6
• Calculating Earned Value Using Resource Curves
• Forecasting and Variance Analysis
• Defining and Managing Performance Thresholds
• Applying EVA for Portfolio-Level Projects

Module 7: Portfolio Management and Strategic Planning

• Understanding Portfolio Management in P6
• Creating and Managing Portfolios
• Portfolio Scenarios and What-If Analysis
• Configuring Portfolio Views and Scorecards
• Using Bubble Charts and Histograms for Analysis
• Portfolio Analysis – Cost, Resources, and ROI

Module 8: Resource Allocation and Optimization

• Principles of Resource Allocation
• Optimizing Project Plans for Resource Efficiency
• Managing Scheduled Dates and Resource Constraints
• Analyzing Cost and Capacity Planning

Module 9: Advanced Scheduling and Critical Path Analysis

• Understanding Scheduling and Resource Management
• Critical Path Analysis and Its Impact on Project Timelines
• Handling Negative Float and Late Constraints
• Automatic vs. Manual Scheduling
• Advanced Schedule Options in P6

Module 10: Risk Management in Primavera P6

• Introduction to Risk Management in P6
• Identifying and Assessing Project Risks
• Performing Qualitative vs. Quantitative Risk Assessment
• Monte Carlo Simulations in Primavera Risk Analysis
• Managing Contingency Reserves and Risk Mitigation Plans

Module 11: Custom Reports and Dashboards in P6

• Introduction to Reporting in Primavera P6
• Using Report Designer for Advanced Reports
• Customizing Dashboards for Different Stakeholders
• Exporting Reports to Excel, PDF, and Other Formats
• Configuring Real-Time Dashboards for Live Monitoring

Module 12: Integration and Workflow Automation in P6

• Integrating Primavera P6 with External Systems (SAP, ERP, BI Tools)
• Importing and Exporting Data from P6
• Automating Workflows Using Global Change
• Using Web Services for Data Exchange

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. 

Course Objectives

• To master the implementation principles and strategic goals of Primavera P6 EPPM 
• To configure user access, roles, and security settings within enterprise environments 
• To integrate Primavera P6 with external systems such as ERP, SAP, and BI tools 
• To manage Enterprise Project Structures (EPS) and Work Breakdown Structures (WBS) effectively 
• To create, manage, and link complex activities and relationships for accurate scheduling 
• To establish, assign, and compare multiple baselines for performance measurement 
• To manage advanced resource planning, allocation, and role-based capacity management 
• To apply Earned Value Analysis (EVA) metrics for monitoring project and portfolio performance 
• To utilise portfolio management tools for scenario planning and ROI analysis 
• To optimise resource allocation and improve scheduling through critical path analysis 
• To identify, assess, and mitigate project risks using Primavera’s risk management tools 
• To design custom reports, dashboards, and automate workflows for data-driven project control 

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