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

[  ] 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

[  ] 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 calendarís 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 riskís 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

[  ] 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
[  ] 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 Overview
[  ] Articulate the advantages Oracle Primavera has over the competition
[  ] Identify key business drivers present in todayís 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