| Project
Management in Primavera P6 Rel 6.2 Ed 1 |
| Introduction
to Primavera |
| [ ] |
Describe Primavera solutions |
| [ ] |
Describe
P6 |
| The
Project Management Life Cycle |
| [ ] |
Review the relationship between Primavera and the Project Management
Life Cycle |
| [ ] |
Identify
the five process groups in the Project Management Life Cycle |
| Data,
Navigating and Layouts |
| [ ] |
Describe enterprise and project specific data |
| [ ] |
Log
in |
| [ ] |
Open
an existing project |
| [ ] |
Navigate
in the Home window and Activities window |
| [ ] |
Open
an existing layout |
| [ ] |
Customize
a layout |
| [ ] |
Save
a layout |
| Enterprise
Project Structure |
| [ ] |
Describe the components that comprise the Enterprise project Structure
|
| [ ] |
View
the EPS |
| Create
a Project |
| [ ] |
Create a Project |
| [ ] |
Navigate
in the Projects window |
| [ ] |
View
and modify information in Project Details |
| Create
a Work Breakdown Structure |
| [ ] |
Define a Work Breakdown Structure |
| [ ] |
Create
multiple levels of a WBS Hierarchy |
| Add
Activities |
| [ ] |
Describe and activity and its components |
| [ ] |
Describe
activity types |
| [ ] |
Add
activities |
| [ ] |
Add
a Notebook topic to an activity |
| [ ] |
Add
steps to an activity |
| [ ] |
Assign
activity codes to activities |
|
| Create
Relationships |
| [ ] |
Create
a network logic diagram |
| [ ] |
Differentiate
between the four relationship types |
| [ ] |
Create
relationships in the Activity Network |
| [ ] |
Create
relationships in the Activity details |
| Scheduling |
| [ ] |
Perform
a forward and backward pass |
| [ ] |
Describe
float and its impact on a schedule |
| [ ] |
Identify
loops and open ends |
| [ ] |
Calculate
a schedule |
| [ ] |
Analyze
the scheduling log report |
| Assign
Constraints |
| [ ] |
Apply
an overall deadline to a project |
| [ ] |
Apply
a constraint to an individual activity |
| [ ] |
Add
notebook topics to constrained activities |
| [ ] |
Describe
the available constraint types |
| Maintain
the Project Documents Library |
| [ ] |
Describe
the difference between a work product and a reference document |
| [ ] |
Create
a document record |
| [ ] |
Link
the document record to at project document or work product
|
| [ ] |
Assign
the project document to an activity or WBS |
| Format
Schedule Data |
| [ ] |
Group
activities according to a specific criteria |
| [ ] |
Sort
activities |
| [ ] |
Apply
a filter |
| [ ] |
Create
a filter |
| Roles
and Resources |
| [ ] |
Describe
Roles |
| [ ] |
View
the Roles dictionary |
| [ ] |
Describe
Resources |
| [ ] |
Identify
the differences between labor, non labor and material resources
|
| [ ] |
View
the resource dictionary |
|
Assign Roles |
| [ ] |
Assign Roles to an activity |
| [ ] |
Assign
rates on Roles |
|
|
Assign Resources and Costs |
| [ ] |
Assign Resources by Roles |
| [ ] |
Assign
labor, Non labor, and material resources to activities |
| [ ] |
Adjust
Budgeted Units / Time for a resources |
| [ ] |
Assign
expenses to activities |
|
Analyze Resources |
| [ ] |
Display the Resource Usage Profile |
| [ ] |
Format
a profile |
| [ ] |
Format
the timescale |
|
Optimize the Project Plan |
| [ ] |
Analyze schedule dates |
| [ ] |
Shorten
a project schedule |
| [ ] |
Analyze
resource availability |
| [ ] |
Remove
resource over allocation |
| [ ] |
Analyze
project costs |
|
Baseline the Project plan |
| [ ] |
Create a baseline plan |
| [ ] |
Display
baseline bars on the GANTT Chart |
| [ ] |
Modify
the bars on the GANTT Chart |
|
Project Execution and Control |
| [ ] |
Describe several methods for updating the project schedule |
| [ ] |
Use
Progress Spotlight |
| [ ] |
Status
activities |
| [ ] |
Reschedule
the project |
|
Report Performance |
| [ ] |
Describe reporting methods |
| [ ] |
Run
a schedule report |
| [ ] |
Create
a resource report with the Report wizard |
| [ ] |
Create
a report using the current layout |
|
Project Web Site |
| [ ] |
Create and launch a project Web Site |
| [ ] |
Customize
the appearance of a project Web site |
| [ ] |
Publish
activity layouts at html pages |
|
| Project
Management in Primavera P6 Web Access Rel. 6.2 |
| Introduction
to Primavera |
| [ ] |
Describe Primavera solutions |
| [ ] |
Describe
P6 |
| The
Project Management Life Cycle |
| [ ] |
Review the relationship between Primavera and the Project Management
Life Cycle |
| [ ] |
Identify
the five process groups in the Project Management Life Cycle |
| Overview
and Navigation |
| [ ] |
Log into P6 Web |
| [ ] |
Navigate
to sections |
| [ ] |
Locate
Action bars |
| Create
a Project |
| [ ] |
Create a Project |
| [ ] |
Select
a location in the Enterprise Project Structure |
| [ ] |
Assign
a Responsible Manger from the Organizational Breakdown Structure |
| Edit
Project Details |
| [ ] |
Select
a project in the EPS |
| [ ] |
Locate
Project Details |
| [ ] |
Enter
project data in the Details tabs |
| Create
a Work Breakdown Structure |
| [ ] |
Describe
a WBS |
| [ ] |
Create
multiple levels of a WBS hierarchy |
| Add
Activities |
| [ ] |
Add
activities |
| [ ] |
View
activity information in the Activity List |
| [ ] |
Send
an e-mail related to an activity |
| [ ] |
Edit
Activity Details Tabs |
| [ ] |
Add
steps to an activity |
| [ ] |
Add
a notebook topic to an activity |
| [ ] |
Assign
an activity code |
|
| Use
Activity Views |
| [ ] |
Customize
columns |
| [ ] |
Filter
data |
| [ ] |
Group
and Sort activities |
| Create
Relationship |
| [ ] |
Differentiate
between four relationship types |
| [ ] |
Create
relationships in the GANTT Chart |
| Schedule
a project |
| [ ] |
Define
key scheduling terms |
| [ ] |
Perform
a backward and forward pass |
| [ ] |
Define
Total Float and its impact on the schedule |
| [ ] |
Schedule
a project |
| [ ] |
Describe
loops and open ends |
| Assign
Constraints |
| [ ] |
Apply
an overall deadline to a project |
| [ ] |
Apply
a constraint to an individual activity |
| [ ] |
Add
notebook topics to constrained activities |
| [ ] |
Describe
available constraint types |
| Optimize
the Project Schedule |
| [ ] |
Analyze
schedule dates |
| [ ] |
Shorten
a project schedule |
| Assign
Resources |
| [ ] |
Assign
a Role |
| [ ] |
Fill
a Role assignment |
| [ ] |
Request
resources |
| [ ] |
Assign
a resource |
| [ ] |
Check
resource availability |
| [ ] |
Send
e-mails to assigned resources |
| Project
Workspace |
| [ ] |
Describe
the Project Workspace |
| [ ] |
Add
and remove portlets |
| [ ] |
Customize
the Project Workspace |
|
| Analyze
Resources and Costs |
| [ ] |
Analyze
and remove resource over allocation |
| [ ] |
Analyze
project costs |
| Baseline
the project |
| [ ] |
Add
a baseline |
| [ ] |
Select
a baseline |
| Execute
the project Plan |
| [ ] |
Describe
several methods for updating the project schedule |
| [ ] |
Define
the data date |
| Analyze
the updated project |
| [ ] |
Compare
Must Finish By and Scheduled Finish dates |
| [ ] |
View
Issues |
| [ ] |
View
schedule performance |
| [ ] |
Adjust
the project based on issue information |
| [ ] |
View
budget data |
| Reporting |
| [ ] |
Assign
reports to the Project Reports portlet |
| [ ] |
Schedule
reports |
| [ ] |
View
scheduled reports |
| Dashboards |
| [ ] |
Create
a dashboard |
| [ ] |
Add
and remove dashboards |
| [ ] |
Filter
data to display in portlets |
| [ ] |
View
your projects and activities |
| Manage
Portfolios |
| [ ] |
Create
a portfolio manually |
| [ ] |
Create
a portfolio by filter |
|
| Advanced
Project Management in Primavera P6 Rel 6.2 |
| Create
a Project with Project Architect |
| [ ] |
Create a Project using Project Architect |
| [ ] |
Customize
the project plan |
| Assign
Codes |
| [ ] |
Assign project code values to activities |
| [ ] |
Assign
resource code values to resources |
| [ ] |
Assign
activity codes values to activities |
| User
Defined Fields and Global Change |
| [ ] |
Establish used defined fields |
| [ ] |
Define
global change parameters |
| [ ] |
Run
a global change |
| Portfolios |
| [ ] |
Create a portfolio |
| [ ] |
Add
projects to a portfolio |
| [ ] |
Open
projects using portfolios |
| Advanced
Scheduling |
| [ ] |
Calculate
multiple float paths when scheduling |
| [ ] |
Explain
the difference between the scheduling logic options |
| [ ] |
Identify
a calendar’s effect on lag |
| Monitor
Thresholds and Issues |
| [ ] |
Identify
the difference between thresholds and issues |
| [ ] |
Create
a threshold and an issue |
| Import
and Export Data |
| [ ] |
Describe
the process of importing and exporting data |
| [ ] |
Export
projects |
| [ ] |
Import
projects |
|
| Export
activity data to a spreadsheet application |
| [ ] |
Export
activity data to a spreadsheet application |
| [ ] |
Modify
project information in the spreadsheet application |
| [ ] |
Import
project information from the spreadsheet application |
| Update
Baselines |
| [ ] |
Specify
the activities to update in the baseline |
| [ ] |
Update
activity and resources assignment data |
| Claim
Digger |
| [ ] |
Specify
how Claim Digger compares project plans |
| [ ] |
Create
a comparison report in Claim Digger |
| Duration
Types |
| [ ] |
Determine
which Duration Types works best in a given saturation |
| [ ] |
Assign
a Duration Type to and activity |
| Calculate
Percent Complete |
| [ ] |
Describe
the three Percent complete types |
| [ ] |
Determine
which Percent Complete type to use based on how your organization
reports progress |
| [ ] |
Explain
how activity percentages are calculated based on the Percent Complete
type chosen |
| [ ] |
Use
weighted steps to calculate Percent Complete |
| Earned
Value Analysis |
| [ ] |
Define
Earned Value |
| [ ] |
Define
Performance Percent Complete |
| [ ] |
Review
results of different earned value techniques |
| [ ] |
Realize
the benefits of using earned value techniques |
| Activity
Usage Profile and Spreadsheet |
| [ ] |
Display
cost data in the Activity Usage Profile |
| [ ] |
Display
curves in the Activity Usage Profile |
| [ ] |
Analyze
earned value data using curves in the Activity Usage Profile |
|
| Top
Down Budgeting |
| [ ] |
Establish
project budget |
| [ ] |
Establish
spending plans |
| [ ] |
Track
budget changes |
| [ ] |
Track
and analyze budgets |
| [ ] |
Establish
funding sources |
| Top
Down Estimating |
| [ ] |
Describe
top down estimating |
| [ ] |
Add
estimation weights to activities and WBS elements |
| [ ] |
Perform
top down estimating |
| Risk
Documentation |
| [ ] |
Set
up risk types |
| [ ] |
Create
a risk |
| [ ] |
Calculate
a risk’s exposure values |
| [ ] |
Analyze the impact of a risk |
| Tracking
Layouts |
| [ ] |
Identify
the four types of tracking layouts |
| [ ] |
Navigate
in a tracking layout |
| [ ] |
Open
a tracking layout |
| [ ] |
Modify
layouts |
| [ ] |
Create
new layouts |
| Auto
Compute Actuals |
| [ ] |
Describe
the business rules for auto compute Actuals |
| [ ] |
Auto
compute and activity |
| [ ] |
Analyze
the effect of auto compute Actuals on an activity |
| [ ] |
Auto
compute a resource |
| [ ] |
Auto
compute an expense |
| Reflections
Projects |
| [ ] |
Create
a Reflection Project |
| [ ] |
Make
Changes to the Reflection Project |
| [ ] |
Merge
Reflection into Source Project |
| [ ] |
Update
Reflection Project via Activity Owner |
|
| Administration
in Primavera P6 and P6 Web Access Rel. 6.2 |
| Create
Calendars |
| [ ] |
Define
work time and non work time |
| [ ] |
Designate
between global, project and resource calendars |
| [ ] |
Create
a new project calendar |
| Define
Project Codes Create values for project codes |
| [ ] |
Create
values for project codes |
| [ ] |
Assign
weights to project codes and project code values |
| [ ] |
Designate
a secure code |
| [ ] |
Assign
project code values |
| Define
Resource codes |
| [ ] |
Define
Resource codes |
| [ ] |
Create
values for resource codes |
| [ ] |
Assign
resource code values in Primavera |
| Define
Activity Codes |
| [ ] |
Define
activity codes |
| [ ] |
Create
values for activity codes |
| [ ] |
Designate
a secure code |
| [ ] |
Assign
activity coded values |
|
| Define
User Access |
| [ ] |
Describe
the process for establishing security |
| [ ] |
Define
and create and Organizational Breakdown Structure (OBS)) hierarchy |
| [ ] |
Establish
security profiles for global and project data |
| [ ] |
Create
a new user with access privileges |
| Summarize
Project Data and Run Job Services |
| [ ] |
View
summarizer details |
| [ ] |
Manually summarize data |
| [ ] |
Define job service options |
| [ ] |
Automatically
summarized data using a job services |
| Establish
User Defined Fields and run Global Change |
| [ ] |
Establish
user defined fields |
| [ ] |
Define
global change parameters |
| [ ] |
Run
a global change |
| Define
Financial Periods |
| [ ] |
Create
financial periods |
| [ ] |
Display
financial periods as columns |
| [ ] |
Store
past period performance |
|
| Define
Cost Accounts View the cost accounts dictionary |
| [ ] |
View
the cost accounts dictionary |
| [ ] |
Assign
cost accounts to activities |
| [ ] |
Assign cost accounts to expenses |
| Primavera
Web Administration |
| [ ] |
Manage
User Interface views |
| [ ] |
Create
a calculated User Defined field |
| [ ] |
Create
issue codes |
| [ ] |
Create
an issue form |
| Global
/ Project Security Profiles |
| [ ] |
Global
Profile Privilege Definitions |
| [ ] |
Project
Profile Privilege Definitions |
| Defining
Currency |
| [ ] |
Currency |
| [ ] |
Add
New Currency |
| [ ] |
Set
up Currency User Preferences |
| [ ] |
Currency
Conversion Calculation |
| [ ] |
Resource
Currency Type |
|
| Resource
Management in Primavera P6 Rel 6.2 |
| Creating
Resources and Roles |
| [ ] |
Describe
resources and roles |
| [ ] |
Describe
resource security |
| [ ] |
View
the Resources window |
| [ ] |
Create
a resource via New Resource wizard |
| [ ] |
View
Resource Details |
| [ ] |
Assign
resource codes |
| [ ] |
Define
resource rates |
| [ ] |
Create
a role |
| [ ] |
Add
information in Roles dialog box |
| [ ] |
View
the Resources window |
| Assigning
Cost Accounts |
| [ ] |
Assign
cost accounts to resource assignments |
| [ ] |
Assign
cost accounts to expenses |
|
| Resource
and Role Analysis |
| [ ] |
Analyze
resource usage using Resource Usage Profile |
| [ ] |
Analyze
resource usage using Resource Usage Spreadsheet |
| [ ] |
Compare
staffed vs. unstaffed role allocation |
| Resource
Assignments Window |
| [ ] |
Identify
sections in the Resource Assignments window |
| [ ] |
Use
the Resource Assignments window to view and edit resource allocation |
| [ ] |
Select
data to display in the Resource Usage Spreadsheet |
| Manual
Resource Allocation |
| [ ] |
Assign
resource lag and duration to resource assignments |
| [ ] |
View
and assign resource curves to manually spread allocation. |
|
| Bucket
Planning |
| [ ] |
Explain
future period bucket planning |
| [ ] |
Edit
future period buckets for a resource assignment |
| [ ] |
Track
manual curves in the project |
| Leveling
Resources |
| [ ] |
Define
resource leveling |
| [ ] |
Set
resource leveling options |
| [ ] |
Level
a project to resolve resource conflicts |
| [ ] |
Analyze
the effects of resource leveling |
| [ ] |
Level
based on activity and project priorities |
| Storing
Period Performance |
| [ ] |
Display
financial periods as columns |
| [ ] |
Store
past period performance |
| Resource
Reporting |
| [ ] |
Describe
reporting methods |
| [ ] |
Run
a resource report |
| [ ] |
Create
a resource report with the Report wizard |
| [ ] |
Create
a report using the current layout |
|
| Resource
Management in Primavera P6 Web Access Rel. 6.2 |
| Introduction
to Primavera |
| [ ] |
Describe
Primavera solutions |
| [ ] |
Describe
P6 |
| Overview
and Navigation |
| [ ] |
Log
into P6 Web |
| [ ] |
Navigate
to sections |
| [ ] |
Locate
Action bar |
| Dashboards |
| [ ] |
View
dashboards |
| [ ] |
Customize
dashboards |
| [ ] |
Filter
data to display in portlets |
| Administer
the Resource Pool |
| [ ] |
Add
a resource |
| [ ] |
Place
the resource in the Resource dictionary |
| [ ] |
Prepare
the resource to report time in timesheets |
| [ ] |
Assign
roles |
| [ ] |
Assign
resource codes |
| [ ] |
Specify
Max Units / Time and Price / Unit |
|
| Resource
Planning |
| [ ] |
Assign
resources at the project or WBS level |
| [ ] |
View
the implications of committed and non commiteed assignments |
| [ ] |
Spread
resource allocation across the life of the project |
| [ ] |
View
options for including assignments made in the Plan Resources view
in other allocation related view in Primavera |
| Create
Resource Teams |
| [ ] |
Create
a resource team |
| [ ] |
View
a resource team on the Resource Team Summary portlet in a dashboard |
| Create
Role Teams |
| [ ] |
Create
a role team |
| [ ] |
View
a role team in the Open Requests for Resources portlet on a dashboard |
|
| Manage
Allocations |
| [ ] |
Use
the Resource Team Summary portlet to view allocation |
| [ ] |
Use
the Usage tab to analyze units and costs |
| [ ] |
View
projects and activities causing resource over allocation |
| [ ] |
Display
enhanced charts to analyze allocation in the Analysis tab |
| [ ] |
Group
and filter data in the analysis tab |
| Staff
Resource Requests |
| [ ] |
Use
the Open Requests for Resources portlet to assess staffing needs |
| [ ] |
Fill
and unstaffed role assignments |
| [ ] |
Staff
a resource request by searching for the most qualified resource |
| [ ] |
Use
the Usage tab to analyze role allocation and costs |
| Appendix
A: Project Workspace |
| [ ] |
Describe
the Project Workspace |
| [ ] |
Customize
the Project Workspace |
| Appendix
B: Updating the Project using Timesheets |
| [ ] |
Review
timesheets |
| [ ] |
Approve
/ reject timesheets |
|
| Portfolio
Management in Primavera P6 Web Access Rel 6 |
| Introduction
to Portfolios |
| [ ] |
Select
a portfolio |
| [ ] |
Create
a portfolio favorite |
| [ ] |
Create
a portfolio manually |
| [ ] |
Manage
portfolios |
| [ ] |
Set
preferences |
| View
Portfolio Performance |
| [ ] |
Set
Global Preferences |
| [ ] |
Review
performance thresholds |
| [ ] |
View
data in the Executive Summary tab |
| [ ] |
View
data in the Performance Status tab |
|
| View
Portfolio Information |
| [ ] |
View
return on investment data |
| [ ] |
View
date in the GANTT Chart |
| [ ] |
Customize
the GANTT Chart |
| [ ] |
Assign
a Notebook topic and write a Notebook topic description |
| Analyze
Portfolios |
| [ ] |
Customize
the Portfolio Analysis tab |
| [ ] |
Edit
a portfolio view |
| [ ] |
Create
a portfolio view |
| [ ] |
View
waterline analysis |
| [ ] |
Create
a scenario |
| Manage
Issues and Risks |
| [ ] |
View
Issues and issue details |
| [ ] |
Group,
sort and filter issue data |
| [ ] |
View
issues in chart form |
| [ ] |
Create
a Risk |
|
| Appendix
A: Navigation and Dashboards |
| [ ] |
Log
into P6 Web |
| [ ] |
Navigate
to sections |
| [ ] |
Locate
Action bar |
| [ ] |
Add
portlets to a dashboard |
| [ ] |
Change
dashboard layout |
| [ ] |
View
the Project Workspace |
| Appendix
B: Earned Value Analysis |
| [ ] |
Define
Earned Value |
| [ ] |
Define
Performance Percent Complete |
| [ ] |
Define
Performance Indices |
|
| Oracle
Primavera Market Trends |
| Oracle
Primavera Market Overview |
| [ ] |
Articulate
the advantages Oracle Primavera has over the competition |
| [ ] |
Identify
key business drivers present in today’s market |
|
| Primavera
Market Share |
| [ ] |
Articulate
the expected size of the EPPM market |
| [ ] |
Identify
Oracle Primavera Competitors |
|
| Qualifying
Primavera Opportunities |
| [ ] |
Identify
Customers with Higher Value / Lower Value opportunities |
|
| Market
Definition |
| Introducing
Primavera |
| [ ] |
Identify
Oracle Primavera products |
| [ ] |
Relate
Oracle Primavera products to key functionality |
|
| Enterprise
Project Portfolio Management (EPPM) |
| [ ] |
Articulate
key business value statements for the purchase of Oracle Primavera |
|
| Market
Definition |
| [ ] |
Identify
Industries and Markets where Oracle Primavera has presence |
| [ ] |
Identify
key business and market drivers for each industry |
|