Daria Pankova

Course objectives:

The course includes a step-by-step walkthrough of the basic and advanced functionality of Oracle Primavera Professional Project Management version 7.0 and above.

For educational purposes To learn Oracle Primavera software, you do not need to purchase licenses: according to the EULA, you can use the program for 30 days for evaluation purposes.

If you have any difficulties with installation and configuration, I will advise you by phone or email.

COURSE TOPICS

MONDAY
9:00-9:45 Project management basics: definitions, standards, tools
9:50-10:35 Project management basics: definitions, standards, tools
Coffee break
10:50-11:35 Oracle Primavera PM architecture. Versions. Peculiarities. Interface, global and project data. Layouts. Case study description.
11:40-12:25 OBS (organizational breakdown structure) creation. EPS – enterprise project structure.
Lunch
13:00-13:45 Projects, activities and resources codes. Code structure creating. Calendars. Create and apply a calendar.
13:55-14:35 Portfolios and project structures. Opening and closing an existing project. Project access. Create a project. Navigating in the projects window. Viewing project details.
Coffee break
14:50-15:35 Creating a WBS (work breakdown structure) hierarchy. WBS rules by PMI.
15:40-16:25 Creating and assigning documents.
TUESDAY
9:00-9:45 Adding activities. Describing an activity and its components. Describing activity types. Adding activities. Adding a notebook. Adding Steps to an activity. Assigning activity codes.
9:50-10:35 Creating relationships. Viewing a network logic diagram. Relationship types. Creating relationships.
Coffee break
10:50-11:35 Roles and resources. Describing roles and resources. Viewing dictionaries. Assigning roles. Assigning roles to an activity. Assign rates on roles. Assigning resources. Assigning resources. Adjusting budgeted units/time.
11:40-12:25 Project expenses. Describing expenses. Creating expenses.
Lunch
13:00-13:45 Analyzing resources. Displaying the resource usage profile.
13:55-14:35 Scheduling. Performing a forward and backward pass. Describing float. Assigning constraints. Applying an overall deadline to a project. Apply a constraint to an activity. Loops.
Coffee break
14:50-15:35 Creating a baseline plan. Display baseline bars on the Gantt chart.
15:40-16:25 Formatting schedule data. Grouping activities. Sorting. Filtering.
WEDNESDAY
9:00-9:45 Optimizing the project plan. Analyzing schedule dates. Shortening a project schedule. Analyzing resource availability.
9:50-10:35 Applying actuals. Actual expenses.
Coffee break
10:50-11:35 Describing methods for updating the schedule. Using progress spotlight. Statusing activities. Rescheduling the project.
11:40-12:25 Reporting performance. Creating a report with the report wizard. Printing setup. User settings. Admin settings.
Lunch
13:00-13:45 Importing and exporting lifehacks.
13:55-14:35 Case study: creating your own projects.
Coffee break
14:50-15:35 Case study: creating your own projects.
15:40-16:25 Case study: checking results. Q&A. Summarizing.
THURSDAY
9:00-9:45 Managing several projects at a time. Defining default settings.
9:50-10:35 Roles analysis. Resource usage spreadsheet and resource usage profile.
Coffee break
10:50-11:35 Resource allocation. Editing resource assignments. Overload.
11:40-12:25 Resource curves. Price\unit.
Lunch
13:00-13:45 Planning by financial periods.
13:55-14:35 Resource leveling: settings and priorities.
Coffee break
14:50-15:35 Project controlling. Analyzing project status. Methods and forms of control. Entering the fact. Duration types. Percent complete types.
15:40-16:25 Funding sources. Budget. Summing up project costs.
FRIDAY
9:00-9:45 Advanced scheduling settings. Multiple float path. Calendars and lags.
9:50-10:35 Logic diagram. PERT
Coffee break
10:50-11:35 Layouts. Interface settings. Formatting tables: font, columns.
11:40-12:25 User defined fields. Gantt chart settings.
Lunch
13:00-13:45 User settings. Administer settings. Portfolios. EPPM. Dashboards.
13:55-14:35 Global change.
Coffee break
14:50-15:35 Earned value analysis. Formulas. Plan and actual costs.
15:40-16:25 Earned value method. Calculating percentage of completion.