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Course Topics

Session 01: Introduction

  • The Turnaround Terminology and Process
  • Where the schedule fits in the big scheme
  • Values of Schedule
  • The Primavera Technical Structure
  • The Hierarchical Structure of P6 Data Session 02: User and Admin Preferences
  • Understand how user preferences work
  • Set up and establish user preferences for a turnaround scheduling
  • Review and modify specific admin preferences

Session 03: Basic Navigation

  • The P6 toolbars and menus
  • The structure of typical P6 layouts (views)
  • How to edit toolbars
  • Saving and opening layouts
  • P6 hot keys

Session 04: Creating the EPS

  • How the EPS is utilized in the Primavera software
  • How to create the EPS and the thought process behind it

Session 05: Creating a P6 Project

  • Use the wizard to create a project, identifying the initial attributes
  • Discuss and modify certain project settings and make critical adjustments before beginning project development
  • Define the default settings for new activities
  • Review the different activity duration types and how each calculate
  • Review the activity percent complete types and how they affect earned value reporting
  • Define other project settings typical for turnaround scheduling

Session 06: The P6 Work Breakdown Structure

  • Identify a standard Turnaround Work Breakdown Structure (WBS)
  • Fully utilize all (WBS) capabilities in the details view to make the schedule more user friendly for reporting, updating, and managing turnaround equipment plans/job plans
  • Understand the concept of utilizing the WBS for moving data from historic or template projects into a new turnaround project file
  • Build a WBS

Session 07: Creating Calendars

  • Identify the three different types of calendars
  • View and Edit Calendars

Session 08: Adding and Configuring Activities

  • Add an activity using the New Activity Wizard
  • Review the different activity types
  • Utilize a template to add Job Plans
  • Perform a simple Global Change
  • Use the Replace and Re-number Activities Functionality
  • Use an Excel Template to Import Activity Data
  • Understand the Different Relationship Types
  • Add Activity Relationships utilizing different techniques
  • Understand and apply Relationship Lag
  • Understand Constraint Types and apply Constraints

Session 09: Scheduling

  • Understand Critical Path Method (CPM Scheduling)
  • Understand the Data Date
  • Understand Total Float and Free Float
  • Resolve Circular Relationships
  • Identify Open Ends
  • Review the Schedule Log

Session 10: Activity Codes

  • Understand the difference between Global, EPS, and Project activity codes
  • Understand unique Coding ID’s for Primavera at an Enterprise level
  • Build activity codes structures with smart code values
  • Create a Code Assignment Layout
  • Assign activity codes utilizing multiple techniques

Session 11: Customizing Layouts

  • Group and Sort activities
  • Understand how to build and save a layout
  • Utilize filters in layouts
  • Edit appearances of fonts, row heights, and bars
  • Import and Export Layouts

Session 12: Creating and Assigning Resources

  • Understand the fully resource loaded schedule
  • Understand P6 resources and attributes
  • Create a turnaround specific resource pool
  • Understand different techniques for assigning resources to activities
  • Review Resource Profiles

Session 13: Optimizing the Project Plan

  • Analyze schedule dates
  • Analyze Critical Activities
  • Shorten a project schedule
  • Analyze resource allocation

Session 14: Baselining the Project Plan

  • Understand what a baseline is
  • Understand the purpose for two baselines in turnaround scheduling
  • Create a baseline and maintain that baseline against the existing project
  • Edit and show the baseline bars in the Gantt chart
  • Conduct baseline variance reporting
  • Restore a Baseline
  • Convert a Restored Baseline Back to the Baseline of the Current Schedule

Session 15: Project Execution and Control

  • Understand the Update Process and Required Reports
  • Build a status entry layout
  • Perform activity updates utilizing multiple techniques
  • Advance the Data Date
  • Resolve actual start and finish dates ahead of the data date
  • Understand Retained Logic and Progress Override Schedule Options

Session 16: P6 Reporting

  • Understand the Reports Window
  • Create a Report
  • Run existing reports and review the output options
  • Preview additional functionality in the P6 Report Editor
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