Print Outline

Section 01: Capital Integration Overview

• Overview of the client integration of schedules

Section 02: Front-End Loading (FEL)

• FEL Process
• Stage Gate

Section 03: Creating the Enterprise Project Structure

• Understanding the EPS
• Basic EPS build

Section 04: User Preferences

• How users preferences affect the project
• Setting user preferences

Section 05: Creating a Project

• Utilizing the Project Wizard
• Critical steps to know when beginning a project

Section 06: Calendars

• Understanding the calendar functionality
• Understanding Time Periods
• Creating new calendars

Section 07: Work Breakdown Structure (WBS)

• Identifying Standard Capital Project WBS
• Creating a WBS
• Utilizing the WBS

Section 08: Template Development

• Activity & Relationship Types
• Duration & Percent Complete Types
• Adding Activities
• Creating Activity Relationships
• Understanding Lag

Section 09: Activity Codes

• Building Code with Structure
• Creating Activity Codes at Different Levels
• Methods for Assigning Codes

Section 10: Budget Development

• Creating Roles
• Managing Roles
• Reporting on Role Loaded Activities

Section 11: Customizing the Project

• Understanding Group and Sort
• Understanding and Utilizing Filters
• Importing & Exporting Layouts
• Bars, Fonts, and Row Heights

Section 12: Full Template Usage

• Understanding the Template Process
• Utilizing the Template

Section 13: Maintaining & Assigning Baselines

• Understand Baselines
• Creating Baselines
• Utilizing Baselines

Section 14: Scheduling the Project

• Understanding Forward and Backward Pass Calculations
• Understanding Float & Critical Path
• Schedule Log Files

Section 15: Reporting

• Report Window
• Running Reports
• Batch Reports

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