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What you will learn
Participants will create a project, add activities and relationships, assign resources, adjust the project plan to account for
schedule delays and over allocated resources, and analyze portfolios. Participants also will learn how to customize the
Personal Workspace and the Project Workspace to monitor project progress and communicate with team members.
Enhanced risk management and project templates - new for P6 R8 - are covered. BI and BPM are not covered in this
course.
The course is divided into five sections: Overview and Creating a Project; Scheduling the Project and Managing Data;
Assigning Resources and Baselining; Project Execution and Control; and Project Closeout and Advanced Topics.
Professional Development and Continuing Education Units: Earns 32.5 PDUs and 3.25 CEUs
Learn to:
Assign and analyze resources
Analyze project performance
Execute and control the project
Customize dashboards and the Project Workspace
Create a project
Create project templates and portfolios
Audience
Business Analysts
End Users
Functional Implementer
Project Manager
Prerequisites
Required Prerequisites
Knowledge of project management principles
Course Objectives
Create a project
Create a Work Breakdown Structure
Add activities
Customize activity views
Create relationships
Schedule the project
Assign constraints
View the Enterprise Project Structure
Optimize the project schedule
Assign roles and resources
Analyze resources and costs
Baseline the project plan
Execute the project
Customize dashboards
Manage risk
Create project templates
Course Topics
Understanding P6 Data
Describing the Organizational Breakdown Structure
Describing the Enterprise Project Structure
Creating a Project
Viewing the EPS Page
Modifying Project Information
Creating a Work Breakdown Structure
Creating Multiple Levels
Adding Activities
Describing Activity Types
Viewing Activity Information
Editing Activity Details
Assigning Steps
Assigning Codes
Using Activity Views
Customizing a View
Filtering Data
Grouping and Sorting Data
Creating Relationships
Viewing Relationship Types
Creating Relationships in the Gantt Chart
Scheduling a Project
Defining Key Terms
Defining Total Float
Describing Loops and Open Ends
Calculating a Schedule
Assigning Constraints
Applying a Must Finish By Date
Constraining an Activity
Optimizing the Project Schedule
Analyzing Schedule Dates
Shortening a Project Schedule
Viewing the Project Workspace
Adding and Removing Portlets
Customizing the Project Workspace
Assigning Roles and Resources
Assigning a Role
Requesting Resources
Assigning Resources
Checking Resource Availability
Calendars
Defining Work Types
Editing a Project Calendar
Assigning a Calendar to an Activity
Baselining the Project Plan
Selecting a Baseline
Adding a Baseline
Executing the Project Plan
Describing Methods of Applying Progress
Using Progress Spotlight
Defining the Data Date
Applying Progress to Activities
Analyzing the Updated Project
Comparing Dates
Viewing Schedule Performance
Addressing Variances
Viewing Dashboards
Customizing Dashboards
Adding and Removing Dashboards
Viewing Portfolio Data
Project Templates
Creating a Template from a Project
Creating a New Project from a Template.
Tailoring a Project by Adding a WBS from a Template.
Managing Risk
Creating Project Risks
Developing a Risk Response Plan
Advanced Scheduling
Calculating Multiple Float Paths
Describing Calendar Effect on Lag
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