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primavera Online Training Course Content

Part 1: Overview and Configuration

1. Understanding Project Management


Why Use Project Portfolio Management?

Your Role in the Enterprise

Project Management Process Overview

Planning, Controlling, and Managing Projects

2. Quick Tour


Getting Started

Selecting a Language

The Workspace

What Is a Layout?

Customizing Displays

Sample Layouts

Using Wizards

4. Setting User Preferences


Formatting Time Units

Formatting Dates

Setting View Currency and Symbols

Setting Mail Preferences

Implementing Wizards

Creating a Log of Tasks and Setting Startup, Group and Sort, and Column

5. Options


Changing Your Password

Setting Profile and Spreadsheet Data Options

Setting Calculation Options for Resource and Role Assignments

Selecting Startup Filters

Part 2: Structuring Projects

1. Setting Up the Enterprise Project Structure


Enterprise Project Structure Overview

Setting Up the Enterprise Project Structure

Adding a New Project to the Enterprise Project Structure

Using Project Architect

Working with the Enterprise Project Structure

Defining Enterprise Project Structure Details

2. Setting Up the Organizational Breakdown Structure


The Enterprise OBS

Viewing an OBS

Setting Up an OBS

Editing OBS Elements

3. Defining Resources and Roles


Resources Overview

Viewing and Adding Resources

Defining Resource Shifts

Defining and Assigning Resource Codes and Values

Setting Up Roles

Assigning Roles to Resources

Defining Custom Resource Curves

4. Reviewing Work Breakdown Structures<


The Enterprise WBS

Viewing a WBS

Grouping by WBS Path

Adding WBS Elements and Assigning Properties

Using WBS Milestones

Assigning WBS Category Values

Defining Earned Value Settings for Specific WBS Elements

Assigning Estimation Weights to WBS Elements

5. Defining Budgets


Top-Down Budgeting

Establishing Budgets

Establishing a Monthly Spending Plan

Tracking Budget Changes

Establishing Funding

Tracking and Analyzing Budgets

6. Establishing Project Codes


Defining and Assigning Project Codes

Grouping, Summarizing, and Filtering by Codes

7. Working with User-Defined Fields


Creating User-Defined Fields

Working with User-Defined Fields

Working with Indicators

8. Creating Calendars


Adding Calendars

Modifying Calendars

Part 3: Implementing the Schedule

1. Establishing Activity Codes


Creating Activity Codes and Values

Grouping and Summarizing by Codes

2. Working with Activities


Activities Overview

Adding Activities

Defining General Activity Information

Defining Schedule Information

Establishing Relationships

Displaying Activity Details for Assignments

Assigning Resources and Roles

Assigning Resource Curves to Resource or Role Assignments

Manually Planning Future Period Assignments

Assigning Activity Codes and Adding Expenses

Viewing Activity Feedback and Posting Resource Notes

Assigning Work Products and Documents

Creating and Assigning Activity Step Templates

Viewing Activity Summaries

Viewing Contract Manager Documents

Using Global Change

3. Working with Cost Accounts and Project Expenses


Cost Account and Expense Overview

Setting Up a Cost Account Structure

Adding Expenses and Entering Cost Information

Defining Expense Details

Analyzing Costs

4. Performing Top-Down Estimation


Performing Top-down Estimation

Applying Saved Top-Down Estimates To a Project

Part 4: Updating and Managing the Schedule

1. Managing Baselines


Creating and Maintaining Baselines

Assigning Baselines to Projects

Comparing Current and Baseline Schedules

Updating Baselines

2. Updating, Scheduling, and Leveling


The Update Process

Choosing a Method of Updating

Highlighting Activities for Updating

Updating Progress for Spotlighted Activities

Estimating Progress Automatically

Updating Using Timesheets

Updating Activities Manually

Interrupting Activity Progress

Applying Actuals

Storing Period Performance (Past Period Actuals)

Scheduling Projects

Leveling Resources

Recalculating Resource and Role Assignment Costs

Managing Resource Assignments

3. Summarizing Projects


Setting Summarization Options

Summarizing Project Data

Project Issues and Thresholds

Adding Issues

Assigning Tracking Layouts to Issues

Using the Issue Navigator

Adding Thresholds

Threshold Parameter Definitions

Monitoring Thresholds

Assigning Tracking Layouts to Thresholds

4. Managing Risks


Adding Risks

Calculating Exposure Values

Calculating a Risk’s Impact

Creating and Deleting Risk Types

Customizing Risk Layouts

5. Maintaining a Project’s Document Library


Viewing a Document Library and Adding/Deleting Work Products and Documents

Specifying Document Location References

Assigning Work Products and Documents

6. Tracking Projects


Creating Tracking Layouts

Working with Tracking Layouts

Customizing Tracking Layouts

Grouping, Sorting, and Filtering Data in Tracking Layouts

7. Comparing Projects with Schedule Comparison


Schedule Comparison Overview

Comparing Projects/Baselines

Comparison Data

Creating and Using Reflections


Reflection Overview

Creating and Using Reflections

Reflection Guidelines

8. Checking Projects In and Out


Managing Remote Projects

Checking Out Projects

Checking In Projects

Part 5: Customizing Projects

1. Working with Layouts


Layout Types

Creating, Opening, and Saving Layouts

Exporting and Importing Layouts

Copying and Pasting Resource Spreadsheet Data to Microsoft Excel

2. Grouping, Sorting, and Filtering Data


Grouping Data

Sorting Data

Filtering Data

3. Customizing Layouts


Modifying Columns

Adjusting the Timescale

Formatting Gantt Charts

Formatting Activity Network Layouts

Modifying Resource and Activity Usage Profile Settings

4. Customizing Reports


Reports Overview

Opening Reports

Creating and Modifying Reports

Using the Report Editor

Adding Data Sources and Rows to Reports

Adding Text Cells to Reports

Sorting Report Data Sources

Customizing a Report with the Report Editor: an Example

Using Report Groups

Setting Up Batch Reports

5. Printing Layouts and Reports


Defining Page Settings

Previewing Layouts and Reports

Printing Layouts and Reports

Publishing Layouts and Reports in HTML Format

6. Publishing a Project On the Web


Project Web Site Overview

Publishing a Project Web Site

Customizing the Appearance of a Project Web Site

Publishing Activity and Tracking Layouts

Part 6: Importing and Exporting Data

1. Linking the Project Management and Contract Manager Modules


Linking the Project Management Module to Contract Manager

Linking a Project Management Project to a Contract Manager Project

Importing Contract Manager Data to a Project Management Module Project

2. Transferring Data to Other Project Management Module Users


Exporting Projects

Exporting Roles or Resources

Importing Projects

Importing Roles or Resources

3. Transferring Methodology Data


Exporting Methodologies

Exporting Roles or Resources

Importing Methodologies

Importing Projects as Methodologies

Importing Roles or Resources

4. Transferring Data Using Microsoft Project Files


Exporting Projects

Exporting Resources

Importing Projects from Microsoft Project

Importing Resources from Microsoft Project

5. Transferring Data Using Microsoft Excel Files


Exporting Project Data to Microsoft Excel

Updating Project Data in Microsoft Excel

Importing Projects from Microsoft Excel

6. Transferring Data between P3 and the Project Management Module


Exporting Projects to P3 3x

Importing P3 3x Projects to the Project Management Module

7. Transferring Data to Primavera Contractor Users


Exporting Projects

Exporting Resources

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