Primavera P6 EPPM Administrator Training (R8.1+) Duration: 1-day (on-site or on-line)

Prerequisite: Previous experience with any version of Primavera P6 EPPM or Professional (as an administrator) an advantage but not essential.

Course Description

With the release of Oracle Primavera P6 EPPM 8.1, the administrative functionality for the system moved out of the P6 Professional client and into the web based EPPM system.

If you’re new to P6 EPPM or are migrating from a Professional client P6 system to EPPM 8.1+, this course is ideal for getting up and running fast using the new web based administration tools.

This class is an instructor lead course offered on-site or online. Whatever delivery method you choose, you are provided with access to a Primavera P6 EPPM R8.2 training environment to use as a sandbox for safely practicing the techniques of P6 administration. You are also provided with a comprehensive training manual that will also function as a reference guide and aide memoir as you begin to work with your P6 EPPM production system.

Course  Outline  

Chapter 1 - Introduction

• About this training

Chapter 2 - Working with Data Structures

• Working with the OBS • Understanding the Enterprise Project Structure (EPS) • Modifying the EPS • Creating a New EPS Node • Responsible Manager Assignment • Managing and using Project Templates

Primavera P6 EPPM Administrator

 

Chapter 3 - Working with Enterprise Data

• The Enterprise Data Page • Categories of Enterprise Data • Global Settings • Timesheet Periods • Project, Activity and Resource Codes • Working with Project User Defined Fields (UDFs)

Chapter 4 – Adding Users

• P6 EPPM User Overview • Adding a New User to P6 • User Interface Views

Chapter 5 - Resource Administration

• Working with Roles • Role Teams • Adding Resources • Resource Teams (Global or User) • Setting Resources for Progress Reporter Timesheets

Chapter 6 - Global Dashboards and Views

• Creating and Managing Dashboards • Modifying Existing Dashboards

Chapter 7 - Understanding the Data Date

• The P6 Data Date

Chapter 8 - Managing Services

• Global Scheduled Services • Application Settings Page Services • Project Preferences • Project Scheduled Services • Apply Actuals • Schedule Service • Summarize Service • Leveling Service

 

Chapter 9 - Application Settings

• Data Limits • Earned value • General • ID Lengths • Services • Timesheets • Time Periods

Chapter 10 – Project Portfolios

• Creating a Portfolio • Filtered Portfolios • Assigning a Portfolio to the Dashboard

Chapter 11 – Common Maintenance Items

• Environmental Issues • Web Browser Settings • Java Issues • Virus Protection Software • Users Locked out of P6 • Progress Reporter and Timesheet Issues • Other common items that generate helpdesk requests

Chapter 12 – Appendix A – Portlets Index

• A guide to configuring the Dashboard portlets (bonus chapter reference material)

To learn more about this class, please contact Ten Six Consulting (703) 910-2600 or email us at training@tensixconsulting.com