Migrating from Primavera P3 to P6 Course

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This course is specially designed for users moving from Oracle Primavera Project Planner (P3) to P6. Numerous charts list how P3 fields and functionality map to P6, enabling users to leverage their existing knowledge of P3 and rapidly adapt to new features in P6. The course begins with navigation, menus, and terminology in P6, and introduces new ways to view layouts and run reports. The course also details how basic tasks in the project management life cycle are executed in P6, including how to create activities, assign and analyze resources, and update the project plan.

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Description

This course is specially designed for users moving from Oracle Primavera Project Planner (P3) to P6. Numerous charts list how P3 fields and functionality map to P6, enabling users to leverage their existing knowledge of P3 and rapidly adapt to new features in P6. The course begins with navigation, menus, and terminology in P6, and introduces new ways to view layouts and run reports. The course also details how basic tasks in the project management life cycle are executed in P6, including how to create activities, assign and analyze resources, and update the project plan.

Targeted Roles: Program managers, project managers, planners/schedulers who are using P3.
Course Length: 2 days
Course Level: Basic
Prerequisite:Planning and Scheduling in P3 course and/or working knowledge of P3
Professional Development and Continuing Education Units:
Earns 16 PDUs and 1.6 CEUs
PMI Program Number - 1471

DAY 1

DAY 2

Introduction to Oracle Primavera

Describe Primavera solutions
Describe P6
Explain the difference between enterprise and project-specific data

Navigating in Primavera

Log in
Open an existing project
Navigate in the Home window and Activities window
Open an existing layout
Customize a layout
Save a layout
Identify types of layouts

Menus and Terminology

Identify the location of P3 commands in Primavera
Identify the similarities and differences between P3 and Primavera terminology

Building Projects

View and describe the Enterprise Project Structure
Define the Work Breakdown Structure
Create a project
Navigate in the Projects window
View and modify information in Project Details

Activities

Define and review activity information in Activity Details
Describe activity types

Dates in Primavera

Identify Primavera date fields that are similar to those in P3.
Identify new date fields in Primavera
Review constraint dates
Review actual dates

Formatting Schedule Data

Group activities according to a specific criteria
Sort activities
Apply a filter
Create a filter
Modify bars in the Gantt Chart

Roles and Resources

Describe roles
Views the roles dictionary
Describe resources
Identify the differences between labor, nonlabor and material resources
View the resource dictionary

Assigning Roles

Assign roles to an activity
Assign rates on roles

Assigning Resources and Costs

Assign resources by role
Assign labor, nonlabor, and material resources to activities
Adjust Budgeted Units/Time for a resource
Assign expenses to activities

Analyzing Resources

Display the Resource Usage Profile
Format a profile
Format the timescale

Duration Types

Determine which Duration Type works best in a given situation
Assign a Duration Type to an activity

Calculating Percent Complete

Describe the three Percent Complete types
Determine which Percent Complete type to use based on how your organization
reports progress
Explain how activity percentages are calculated based on the Percent Complete type chosen
Use weighted steps to calculate Percent Complete

Baselining the Project Plan