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Primavera P6 Software Demonstration September 30, 2013 Charlene Thompson, PE PMP EVP PSP

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Page 1: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Primavera P6 Software Demonstration

September 30, 2013

Charlene Thompson, PE PMP EVP PSP

Page 2: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Primavera History

Page 3: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Oracle

Page 4: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Before we start -

• How long have you been using P6? • Do you consider yourself a beginner, an expert

or something in between?

• Grayware before software!

• Always create a copy or backup before you make significant changes!

Page 5: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Agenda

• Starting a new project – decisions, decisions, decisions! – Defaults, views & filters on the Project, WBS and

Activity screens

• Copying vs. Exporting & Restoring • Function keys • Short-cuts • Global changes • Other Traps & Cautions

Page 6: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Project Screen

• General Tab • Dates Tab • Notebook • Codes • Defaults • Resources • Settings • Calculations

Page 7: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

WBS Screen

• General Tab • Notebook • WPs & Docs • Earned Value

Page 8: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Activity Screen

• General Tab • Status Tab • Resources • Relationships • Codes • Notebook

• Steps • Feedback • WPs & Docs • Earned Value • Expenses • Summary

Page 9: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Copy, Export/Import

• Create a copy • Create a baseline • Export for someone else to use • Import someone else’s (maybe a sub’s?) • Import from MS Project (*!@?)

Page 10: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Function & Control Keys

• F9 – Options

• F5 • F10 (oops!) • F1 • F7 (SDK)

• Ctrl+O • Ctrl+A • Ctrl+C, +X, +V • Ctrl+Z • Ctrl+F, +R • Ctrl+E • Ctrl +/-

Page 11: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Shortcuts

• Working in the Gantt chart – Graphic interface – Options for the bars

• Working in the Activity Sheet – Link Activities – Fill Down – Renumber – Dissolve vs. Delete

Page 12: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Global Changes

• How do I . . .? – Simple changes

• Can I use Ctrl+R instead? • Have I considered the impacts?

– Complex changes/assignments • Create UDFs for performing multi-step changes • Have I considered the impacts?

Page 13: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Traps & Cautions

• Expected Finish • % Complete Filter • Time • Calendar Conflicts/Substitutions • Relationships/Lags • DCMA 14 http://www.dcma.mil/policy/200-1/PAM-200-1.pdf

• Others that you’ve encountered?

Page 14: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Review

• Feedback – Was this session helpful? – What other application information would be

helpful?

Page 15: Primavera P6 Software Demonstration€¦ · Primavera P6 Software Demonstration September 30, 2013 . Charlene Thompson, PE PMP EVP PSP . Primavera History . Oracle . Before we start

Resources

Charlene Thompson [email protected]

816-447-9802