• Business/Project Analysts
• Program/Project Manager
• Project Control Engineers
• Planner/Scheduler
• Functional Implementer
• End User

Detailed Course Topics

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