What you will learn

This course provides hands-on training for Primavera’s client/server-based solution, leading participants through the entire project life cycle, from planning to execution. Topics include adding activities, assigning resources, and creating a baseline. Participants also gain a thorough background in the concepts of planning and scheduling.

All workshops and instruction stress the three basic elements of project management: schedule, resource and costs.

Professional Development and Continuing Education Units: Earns 19.5 PDUs and 1.95 CEUs

Learn to

Ø  Create a project

Ø  Add activities

Ø  Schedule a project

Ø  Assign resources

Ø  Adjust project schedule

Ø  Create reports


Ø  Business Analysts

Ø  End Users

Ø  Functional Implementer

Ø  Project Manager


Suggested Prerequisites

Ø  Knowledge of project management principles

Course Objectives

Ø  Manage multiple projects

Ø  Create a project

Ø  Create a Work Breakdown Structure

Ø  Add activities

Ø  Maintain the project documents library

Ø  Create relationships

Ø  Schedule the project

Ø  Assign constraints

Ø  Format schedule data

Ø  Define roles and resources

Ø  Assign roles

Ø  Assign resources and costs

Ø  Analyze resources

Ø  Optimize the project plan

Ø  Execute the project

Ø  Report performance

Course Topics

Data,Navigating,and Layouts

Ø  Describe enterprise and project-specific data

Ø  Log in

Ø  Open an existing project

Ø  Navigate in the Home window and Activities window

Ø  Open an existing layout

Ø  Customize a layout

Ø  Save a layout

Enterprise Project Structure

Ø  Describe the components that comprise the Enterprise Project Structure

Ø  View the EPS

Creating a Project

Ø  Create a project

Ø  Navigate in the Projects window

Ø  View and modify information in Project Details

Creating a Work Breakdown Structure

Ø  Define a Work Breakdown Structure

Ø  Create multiple levels of a WBS hierarchy

Adding Activities

Ø  Describe an activity and its components

Ø  Describe activity types

Ø  Add activities

Ø  Add a Notebook topic to an activity

Ø  Add steps to an activity

Ø  Assign activity codes to activities

Creating Relationships

Ø  View a network logic diagram

Ø  Differentiate between the four relationship types

Ø  Create relationships in the Activity Network

Ø  Create relationships in Activity Details


Ø  Perform
a forward and backward pass

Ø  Describe
float and its impact on a schedule

Ø  Identify
loops and open ends

Ø Calculate a schedule

Ø Analyze

the scheduling log report

Assigning Constraints

Ø  Apply an overall deadline to a project

Ø  Apply a constraint to an individual activity

Ø  Add notebook topics to constrained activities

Ø  Describe the available constraint types

Maintaining the Project Documents Library

Ø  Describe the difference between a work product and a reference document

Ø  Create a document record

Ø  Link the document record to a project document or work product

Ø  Assign the project document to an activity or WBS

Formatting Schedule Data

  • Ø  Group activities according to a specific criteria

    Ø  Sort activities

    Ø  Apply a filter

    Ø  Create a filter

Roles and Resources

Ø  Describe roles

Ø  Views the roles dictionary

Ø  Describe resources

Ø  Identify the differences between labor, nonlabor and material resources

Ø  View the resource dictionary

Assigning Roles

Ø  Assign roles to an activity

Ø  Assign rates on roles

Assigning Resources and Costs

Ø  Assign resources by role

Ø  Assign labor, nonlabor, and material resources to activities

Ø  Adjust Budgeted Units/Time for a resource

Ø  Assign expenses to activities

Analyzing Resources

Ø  Display the Resource Usage Profile

Ø  Format a profile

Ø  Format the timescale

Optimizing the Project Plan

Ø  Analyze schedule dates

Ø  Shorten a project schedule

Ø  Analyze resource availability

Ø  Remove resource overallocation

Ø  Analyze project costs

Baselining the Project Plan

Ø  Create a baseline plan

Ø  Display baseline bars on the Gantt Chart

Ø  Modify the bars on the Gantt Chart

Project Execution and Control

Ø  Describe several methods for updating the project schedule

Ø  Use Progress Spotlight

Ø  Status activities

Ø  Reschedule the project

Reporting Performance

Ø  Describe reporting methods

Ø  Run a schedule report

Ø  Create a resource report with the Report wizard

Ø  Create a time distributed report

Ø  Create a report using the current layout

Project Web Site

Ø  Create and launch a project Web site

Ø  Customize the appearance of a project Web site

Ø  Publish activity layouts as HTML pages