1022 – Primavera P6 Professional Advanced Course

Jun 19, 2020 | Training Course Outlines

Print Outline

Course Topics

Session 01: User and Admin Preferences

• Review and adjust specific user and admin preferences to provide an in-depth understanding of how they can affect scheduling

Session 02: Duration and Percent Complete Types

• Hands on review of how activity Duration Type affects schedule calculations
• Hands on review of how activity Percent Complete Type affects schedule calculations, specifically around earned value reporting
• Review common default project settings

Session 03: Utilizing P6 Cost Accounts

• Cost Accounts Relationship to Earned Value Reporting
• Example Utilizing All Earned Value Components
• Cost Account Structure in P6
• Create a Cost Account Structure
• Assigning Cost Accounts to activity Resource Assignments or Expense Assignments

Session 04: Importing and Exporting

• P6 XER file import and Export
• Excel Import and Export
• Exporting and Importing Layouts and Reports

Session 05: Utilizing Cost

• Understand how the Resource Type affects units, cost, and earned value field calculations
• Apply hourly rates to labor, non-labor, and material resources
• Add expense items with cost
• View the overall costs for a P6 project file

Session 06: Allocating Resources

• Setting Up the Resource Assignments View Layout
• Apply Budgets and Assign Cost Accounts in the Assignments View
• Changing Resources on Assignments

Session 07: Resource Leveling

• Leveling Concepts
• P6 Leveling Settings
• Activity Leveling Priorities
• Creating Shift Calendars
• Setting the Resource Limits (Max Units/Time)
• Adjust Resource Limits (Max Units/Time)
• View and Print a Resource Profile Summary

Session 08: Advanced Scheduling Concepts

• Adding Contingency to a Schedule
• Retained Logic and Progress Override
• Calendar Effect on Relationship Lag Assignments
• Calculating Multiple Float Paths

Session 09: User Defined Fields and Global Change

• Define and Create User Defined Fields
• Understanding the Global Change Functionality
• Create and Apply a Global Changes

Session 10: Change Control and Baseline Updates

• Use a P6 Staging Project for Pending Changes

• Performing “What-If” Schedule Analysis
• Apply Approved Changes to a Project
• Baseline Updates with Schedule Changes

Session 11: Reflection Projects

• Understand Reflection Projects
• The Common uses for Reflection Projects
• Create, Edit, and Merge a Reflection Project

1013TN – Primavera P6 Professional Basic Course for Turnarounds

Jun 19, 2020 | Training Course Outlines

Print Outline

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

1013T – Primavera P6 Professional Basic Course for Turnarounds

Jun 19, 2020 | Training Course Outlines

Print Outline

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

1013P – Primavera P6 Professional R15.2 Basic for Capital Projects

Jun 18, 2020 | Training Course Outlines

Print Outline

Day 1

• Understanding Scheduling Concept
• Create Enterprise Project Structures (EPS)
• Create a Project
• Set up User Preferences
• Create a Work Breakdown Structure (WBS)
• Create Calendars

Day 2

• Add Activities
• Schedule the Project
• Create Activity Codes
• Customize the Project
• Roles and Resources

Day 3

• Optimize the Project Plan
• Baseline Management
• Project Execution and Control
• Reporting

At the completion of this course the student will be able to:

• Create a Project
• Set Up User Preferences
• Create Calendars
• Import/Export Activities
• Create relationships
• Create and Assign Activity Codes
• Filter, group, and Sort Activities
• Create Custom Layouts
• Assign and Analyze Roles and Resources
• Maintain and Assign Baselines
• Update and Status the Project
• Produce Reports

3013N The Turnaround Planning Process – Night Class

Jun 18, 2020 | Training Course Outlines

Print Outline

Night 1

• Introductions
• Preparation for Planning at a New Site
• Understanding Work Scope Development
• Prepare Walk Down Document Needs (P&ID, Isometrics, ITP, Blind List)
• Utilize Onsite Training Unit and Perform Job Walk Downs
• Complete Work Package Data Markups (P&ID’s, Plot Plans, Picture Templates)

Night 2

• Introduction to Planning Programs
• Introduction to Planning Templates
• Coding of Activities
• Use of Estimating Toolbox for Durations and Man Hour Entries
• Accurate BOM Creation
• Attaching Data to the Job Plan
• Data Warehousing and Data Mining of Solid Work Plans

Night 3

• Assignment of Jobs for Planning
• Perform Job Walk Down Per Scope or Work List
• Work Package Data Markups (P&ID’s, Plot Plans, Picture Templates)
• Create Complete Detailed Job Plan Using the Materials and Tools Provided
• Understanding and Performing Job Plan Validations

Night 4

• Finalize Plan Validations
• Your Plan is Off to The Schedule and What That Means
• A Visit with The Schedulers
• Staffing, Budgeting, Material Requisitioning, Contractor Validations, and Execution
• A Visit with The Cost Department

At the completion of this course the student will be able to: