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Section 1
Introduction to Primavera P6 EPPM R8
Introduction to Primavera P6
- Provide high level overview of Primavera P6 and its role as an Enterprise Project Portfolio Management tool
Data and Basic Navigation
- Differentiate between enterprise and project-specific data
- Open an existing project
- Open a view
Views
Enterprise Project Structure (EPS)
- Describe the components that comprise the Enterprise Project Structure
- Discuss the importance of the EPS
- Identify different ways of setting up the EPS given varying business requirements
Project Details and Defaults
Creating a project
Modifying Project Information
- Modify Project Information
Creating a Work Breakdown Structure
- Define a Work Breakdown Structure
Adding and Editing Activities
Creating Relationships
- Differentiate between the four relationship types
- Create relationships
Scheduling
- Describe float and its impact on a schedule
- Calculate a schedule
Assigning Constraints
- Apply an overall deadline to a project
- Describe the available constraint types
- Apply a constraint to an individual activity
Formatting Schedule Data
- Group and Sort
- Create and Apply Filters
Roles and Resources
- View the roles dictionary
- Differentiate between Roles and Resources
- Identify the differences between labor, non labor and material resources
- View the resource dictionary
Assigning Roles
- Assign roles to an activity
- Assign rates on roles
Assigning Resources and Costs
- Assign resources by role
- Assign labor, non labor, and material resources to activities
- Adjust Budgeted Units/Time for a resource
Analyzing Resources
- Display the Team Usage page
- Format a profile and timescale
Optimizing the Project Plan
- Analyze schedule dates
- Shorten a project schedule
- Analyze resource availability
- Analyze project costs
Baselining the Project Plan
- Create and Manage baselines
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Project Execution and Control
- Update the project schedule
- Use Progress Spotlight
- Status activities
- Reschedule the project
Section 2
Designing and Configuring Primavera Solutions in P6 R8
Design an Enterprise Project Structure
- Design and Maintain an EPS solution
Design an Organizational Breakdown Structure
- Design and Maintain an Organizational Breakdown Structure
Design a Security Solution
- Design and Maintain a Security Solution
Design a User Administration Process
- Design and Maintain a User Administration Process
Design the Resource Breakdown Structure
- Design and Maintain the Resource Breakdown Structure
Design the Roles Dictionary
- Design and Maintain the Roles Dictionary
Design the Resource Coding Library
- Design and Maintain the Resource Coding Library
Design the Project Coding Library
- Design and Maintain the Project Coding Library
Design an Activity Coding Library
- Design and Maintain an Activity Coding Library
Design User-Defined Field Solutions
- Design and Maintain user-defined fields
Design Calendar Solution
- Design and Maintain a Calendar Solution
Design Project Data Maintenance and Governance Solution
- Design and Maintain Project Data Maintenance and Governance Solution
Design Financial Management Solution
- Design and Maintain a Financial Management Solution
Define Administrative Preferences and Settings Solution
- Define Administrative Preferences and Settings
Defining Currency (Update in R8 Interface)
- Define and configure currency solution
Design Activity Step Templates
- Design and Maintain Activity Step Templates
Design User Interface Views
- Design and Maintain User Interface View Solution
Manage Portfolios
- Create and Maintain Portfolios
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Design and Configure Portfolio Information
- Design and configure portfolio information
Design Portfolio Chart Views
- Design and maintain multiple portfolio views
Design Dashboards, Portfolios and Portfolio View Solutions
- Design and maintain Dashboards solution
Design Resource Capacity Planning Solution
- Design and Maintain Resource Capacity Planning Solution
New Resource Management Features in P6 EPPM R8
- Utilize new Resource Management features in P6 EPPM R8
Design a Risk and Issue Management Solution
- Design and maintain a Risk and Issue Management solutio
Design Project Templates
- Design and maintain project template solution
Web-Based Reporting
- Design and maintain web based reporting solution
Section 3
What's New in Primavera P6 R8.0
Project and Portfolio Management
- View the EPS Page
- Copy a Project
- View auto refresh functionality for filtered portfolios
- Use the Schedule Checker
- Use the Schedule Preview
- Restore a baseline
- Convert a project to a baseline
- Status activities in the General detail window
- View enhanced filtering functionality
- E-mail and activity view
Resource Management
- View the Administration Page
- Level Resources
- Convert a shared resource calendar to a personal resource calendar
- Display the Assignments page in table, GANTT Chart and spreadsheet views
Project Templates
- Create a project from a template
- Tailor a project using a WBS element from a template
- Create a template from a project
Risk and Issue Management
- Create a Risk
- Assign a Risk to an activity
- Add a Risk response plan
Business Process Management
Reporting via Oracle Business Intelligence
- View a report, and then schedule it to run
Usability
- Customize Toolbars
- Customize a view using quick links on the toolbar
- Display Details windows
- Type ahead to display field values
- Fill down
Web based Application Administration
- View enterprise data
- View enterprise global data and create a global calendar
- View enterprise global data and create a User defined field
- View application settings
- Create new user
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