ppm global services, inc. · ppm global services, inc. office/fax: 1-800-746-4029 ppm global...
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PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Presented By:
Kari Evans
Director of Training
PPM Global Services, Inc.
PPM Global Services, Inc.
PPM Global Services, Inc.Learning Series
Primavera P6 Team Member
-Release 15.1
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
PPM Global Services, Inc.
Company Overview
� PPM Global Services is a provider of project portfolio
management, contract management and scheduling
solutions.
� As an Oracle Gold Partner, PPM Global Services offers the
strength of an authorized Oracle solution provider, while
maintaining the agility of a small company with the ability to
deliver. � Headquarters in Atlanta, GA
� Trainers & Consultants throughout the U.S.
� Implemented Primavera P6 EPPM on 3 continents
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Director of Professional Services
Jake Lilley, PMP
� Director of Professional Services
� Certified Project Management Professional (PMP)
� Certified Oracle Primavera P6 EPPM Implementation
Specialist
� Certified Primavera Trainer
� Certified Scrum Master
� Certified Microsoft Project
Professional
� 800-746-4029 x 302
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Director of Training & Online
Programs
• Certified Oracle Primavera P6
EPPM Implementation
Specialist
Kari Evans
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Training Class (December 14th – 16th)
Primavera P6 Professional Training Class
� Course duration is 3 days
� Interactive and hands-on
� 19.5 PDUs/1.95 CEUs
� Certificate awarded to student upon course completion
� Students will access the Primavera P6 software and data
remotely
� Students do not need to own
or install Primavera software
to participate in this class
� This class is taught live and
online. Travel is not required!
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Training
Upcoming Training
� 3-Day P6 Professional (Fundamentals): Dec. 14th – 16th
� 2-Day P6 Professional (Advanced): Dec. 17th – 18th
Training Schedule Duration Price Location May June July Aug Sept Oct Nov Dec
Primavera P6 - Fundamentals 3 Days $1,495 Live + Online 11-13 15-17 13-15 17-19 14-16 19-21 16-18 14-16
Primavera P6 - Advanced 2 Days $1,095 Live + Online 14-15 18-19 16-17 20-21 17-18 22-23 19-20 17-18
� To register, contact Chris Creech
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What We Will See…
� Team Member Interfaces
� Preparing Users for Team Member Updates
� Preparing Activities for Team Member Updates
� Updating an Activity
� Using Team Member to submit Project Timesheets
� Communication in Team Member
� Approving Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What We Will See…
� Team Member Interfaces
� Preparing Users for Team Member Updates
� Preparing Activities for Team Member Updates
� Updating an Activity
� Using Team Member to submit Project Timesheets
� Communication in Team Member
� Approving Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Team Member Interfaces
� Mobile App
� iOS
� Android
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Team Member Interfaces
� Team Member Web
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Team Member Interfaces
� E-mail Statusing
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What We Will See…
� Team Member Interfaces
� Preparing Users for Team Member Updates
� Preparing Activities for Team Member Updates
� Updating an Activity
� Using Team Member to submit Project Timesheets
� Communication in Team Member
� Approving Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Module Access
Preparing Users
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• User Account with an Associated Resource
Preparing Users
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Work Distribution Filters (optional)
Preparing Users
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What We Will See…
� Team Member Interfaces
� Preparing Users for Team Member Updates
� Preparing Activities for Team Member Updates
� Updating an Activity
� Using Team Member to submit Project Timesheets
� Communication in Team Member
� Approving Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Preparing Activities
� Resource Assignment
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Preparing Activities
� Activity Owner
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Preparing Activities
� Setting Project Preferences
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What We Will See…
� Team Member Interfaces
� Preparing Users for Team Member Updates
� Preparing Activities for Team Member Updates
� Updating an Activity
� Using Team Member to submit Project Timesheets
� Communication in Team Member
� Approving Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Updating an Activity using My Tasks
Updating an Activity
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Updating an Activity using Timesheets
Updating an Activity
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Assigning a Resource using Timesheets
Updating an Activity
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Using the Discussion tool
Communication in Team Member
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What We Will See…
� Team Member Interfaces
� Preparing Users for Team Member Updates
� Preparing Activities for Team Member Updates
� Updating an Activity
� Using Team Member to submit Project Timesheets
� Communication in Team Member
� Approving Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Sending Updated for Review
Approving Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Reviewing the Updated Activity
Approving Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Receiving Communication in Team Member
Approving Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Status Update History (from Team Member
Interfaces only) tab
Viewing Update History
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Filter by resource improvements
• Show/hide task details
• New duration units
• Indicator icons for activity ownership or
resource assignment
• Change status of completed task to in
progress
What’s New in 15.1?
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Filter by resource improvements
What’s New in 15.1?
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Show/Hide Task Details
What’s New in 15.1?
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• New duration units
What’s New in 15.1?
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Indicator icons for activity ownership or
resource assignment
What’s New in 15.1?
Activity Owner
Resource Assignment
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Change status of completed task to in
progress
What’s New in 15.1?
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
• Assign yourself to an existing task in My Tasks
• Filter tasks by WBS
• Updated User Interface & Login Screen
What’s New in 15.2?
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What we saw…
� Team Member Interfaces
� Preparing Users for Team Member Updates
� Preparing Activities for Team Member Updates
� Updating an Activity
� Communication in Team Member
� Approving Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What we saw…
� Team Member Interfaces
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What we saw…
� Preparing Users for Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What we saw…
� Preparing Activities for Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What we saw…
� Updating an Activity
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What we saw…
� Communication in Team Member
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
What we saw…
� Approving Team Member Updates
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Q&A
PPM Global Services, Inc. www.ppmglobalservices.com Office/Fax: 1-800-746-4029
Questions?
Upcoming Training
� 3-Day P6 Professional (Fundamentals): Dec. 14th – 16th
� 2-Day P6 Professional (Advanced): Dec. 17th – 18th
Training Schedule Duration Price Location May June July Aug Sept Oct Nov Dec
Primavera P6 - Fundamentals 3 Days $1,495 Live + Online 11-13 15-17 13-15 17-19 14-16 19-21 16-18 14-16
Primavera P6 - Advanced 2 Days $1,095 Live + Online 14-15 18-19 16-17 20-21 17-18 22-23 19-20 17-18
� To register, contact Chris Creech