PRIMAVERA Portfolio Management Solution

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PRIMAVERA Portfolio Management Solution
PRIMAVERA
                                                                   Portfolio
                                                               Management
                                                                   Solution

Primavera Course Curriculum
Primavera is an effective portfolio management tool to plan, manage, execute projects of any
size and complexity from diverse industries. Oracle Primavera project portfolio management tool
is easy to use, risk reducing and highly used in enterprise and construction industry.
PRIMAVERA Portfolio Management Solution
Who We Are
Credo Systemz boasted as the Best IT Training institute
in Chennai, aim in educating the workforce to the IT
industry. Along with a team of highly experienced and
qualified trainers, we offer state of the art training with
excellent infrastructure to keep you above par for the              I strongly recommend Credo Sys-
emerging IT skill trends.                                           temz for learning Primavera, based
                                                                    on my training experience which
With individual attention to our Customers, unique
mentorship from trainers with hands-on project training,            helps me to develop knowledge,
career & placement guidance, we have 15000+ happy                   and skillset with hands-on training.
customers who have distinguished us from our competi-               My trainer explains every concept
tors, with their satisfied reviews.
                                                                    in detail using many examples
                                                                    to meet the industrial standard, I
                                                                    successfully cleared the primavera
Why Choose US                                                       portfolio management essentials
                                                                    exam and am working as a Project
Be it an individual or a corporate collaboration, our ded-
icated team will serve and assist you for your needs to             management expert. Thanks to my
enhance the effectiveness of training with utmost com-              trainer and Credo Systemz.
mitment to your professional development. Also, with
comprehensive course duration & Flexible schedule &
training pattern, allowing candidates to choose between             - Zechariah Varughese
                                                                          Project Planning Manager
week day \ week end sessions, or online learning ses-
sions or for our corporate friends to conduct the training
in their office premises, we are committed to deliver as
per the need of our customer.

Real Time Projects                           Lifetime Support & Access
Advanced Primavera concepts                  Get clear ideas with clarification
can be learned with 5+ live                  with the help of Technical Forum
projects based on the selected               using 24x7 online support team
use cases.                                   and Lifetime access to our LMS
                                             with career guidance.

Hands-on Assignments                         Assured Placement
Practical exercises in all the               To find the right position, Our
theory classes to strength the               Placement Team works with
knowledge with a minimum of                  HR’s professional to provide job
60-65 hours.                                 support.

Expert Faculty                              Certification
Primavera expert faculty de-                To become the Primavera
signed the course curriculum and            Certified Professional at Credo
handles the training to gain the            Systemz, complete training with
professional experience.                    the final project.
                                                                                  2     w w w. c r e d o s y s t e m z . c o m
PRIMAVERA Portfolio Management Solution
01             Introduction

      Topics

• Introduction about Projects     • Introduction to Primavera       • Skills required for Planning
• Introduction to Project         • History of Planning             • Project Phases & Life Cycle
		Management

02               Primavera P6 Architecture

      Topics

• Primavera P6 PPM vs EPPM        • Primavera Architecture in 		    • Database options in P6
  vs Cloud                          detail

03              Portfolio Program &
               Project Structure Creation

      Topics

• Setting up Enterprise Project   • User control & Limited Access   • Defining Project Status
  Structure (EPS)                   Provisions
                                                                    • Setting up Project Dates
• Setting up Organizational 		    • Setting User Preferences
                                                                    • Setting up Project Codes
  Breakdown Structure (OBS)
                                  • Creating a Project
                                                                    • Project Parameters
• User Administration

        Hands-on Practicals:

• Creating Portfolio, Program     • Understanding the project 		    • Primary settings to be done in
  and Project assigning             information and details           P6 tool in User Preference and
  responsible managers              in depth                          Admin Preferences

                                                                    3      w w w. c r e d o s y s t e m z . c o m
PRIMAVERA Portfolio Management Solution
04             Project Code
               and Calendars

      Topics

• Project Codes                    • Global Calendar                    • Resource Calendar
• Calendar                         • Project Calendar

        Hands-on Practicals:

• Creating Project Codes and       • Creating all three types of
  performing it grouping option      Calendar – Work Week,
                                     Exception and Holiday setup

05             Project Time Management,
               Section 5.1: WBS & Activities

      Topics

• Creating Work Breakdown 		       • Duration Types                     • Relationship Types
  Structure (WBS)
                                   • Percentage Completion Types        • Creating Activity Steps
• Defining Work Package &
                                   • Activity Resource units loading    • Feeding Activity information to
  Creating Project Activities
                                                                          Execution Team
                                   • Applying activities
• Activity Codes
                                     relationships                      • Activity Summary
• Activity Types                     (Logical connection)
                                                                        • Notebooks

        Hands-on Practicals:

• Creating WBS, Work Package       • Practicing on creating all 		      between activities – Four types
  and activities – Understanding     types of activities
                                                                       • Understanding duration types in
  activity details
                                   • Establishing relationship           activities and activity steps

                                                                        4      w w w. c r e d o s y s t e m z . c o m
PRIMAVERA Portfolio Management Solution
5.2                Scheduling &
                   Constraints

      Topics

• Scheduling Types                 • Actual Dates                         • Applying Constraint
• Retained Logic                   • Scheduling Option                    • Types of Constraints
• Progress Override                • Scheduling Logs

        Hands-on Practicals:

• Exercise for all scheduling 		   • Applying different constraints
  types during out of sequence       in activities & understanding
                                     its behaviour

06             Project Resource
               management

      Topics

• Types of Resources               • Resource Shift Creation          • Assigning roles to activities
• Units of Measures                • Assigning the resource to 		     • Resource Loading
                                     activities
• Creating Resource                                                   • Resource Curves
                                   • Resource Codes
• Default & Maximum units per                                         • Bucket Loading
  time                             • Creating Roles
                                                                      • Project Resources Levelling
• Resource Price revisions         • Assigning roles to resources       and it types

        Hands-on Practicals:

• Creating all three type of       • Assigning roles to user          • Applying resource curves based
  resources – Setting up                                                on working pattern expected
                                   • Mapping or loading resources
  appropriate units and
                                     to project activities            • Apply all types of resource
  maximum units
                                                                        levelling to avoid over allocation

                                                                      5         w w w. c r e d o s y s t e m z . c o m
PRIMAVERA Portfolio Management Solution
07              Project Cost Management

      Topics

• Project Funding Sources           • Establishing budgets for Work       • Cost Comparison Analysis
                                      Packages
• Activity Costing                                                        • Cost Monitoring & Revisions
                                    • Estimating Project Budgets
• Expenses                                                                • Project Budget revisions
                                    • Preparing Project Cash Flow
• Estimating Budgeted and
  Actual cost for Activities

        Hands-on Practicals:

• Creating Funding source and       • Comparison of budgeted cost         • Monitoring and revising cost
  Cost accounts                       and actual cost of all activities     after the comparison
                                      during execution
• Working with Budget log,
  spending plan and summary

08              Project Risk
                Management

      Topics

• Identifying Project Risk          • Analysing Pre-Risk Impact           • Finding Risk Cost
• Categorizing Risk                 • Setting Risk control plan           • Cause and Effect Analysis
• Risk Status                       • Post Risk Impact Analysis

        Hands-on Practicals:

 • Creating Risk – Categorize it,   • Mapping the risk to corre
   Updating Pre-risk, Control 		      sponding expected WBS or
   plan and Post Risk Impact          Activities

                                                                          6      w w w. c r e d o s y s t e m z . c o m
PRIMAVERA Portfolio Management Solution
09             Project Monitoring &
               Control

      Topics

• Setting up & Assigning          • Look Ahead Schedule              • Usage of Project Thresholds
  Baselines
                                  • Delay Impact Analysis            • Project Issue Register
• Apply Actuals
                                  • Earned Value Analysis            • Working in Project Issues
• Progress Update
                                  • S-Curve Analysis                 • Project Tracking

        Hands-on Practicals:

• Baseline Creation & Assigning   • Updating Project Progress –      • Setting Threshold through dif
  Baseline to the project –         Manual,Update Progress and         ferent parameter and triggering
  Comparison of baseline vs 		      Apply Actuals                      issues automatically
  Actual
                                  • Monitoring using Earned Value    • Exercise for all four tracking
                                    Graph and Tables – Percentage      layout views available in P6
                                    completion

10             Schedule Comparison

      Topics

• Importance of Schedule          • Comparing different version      • Comparison general and
  Comparison                        of projects                        advanced options in P6
• Visualizer Tool                 • Comparing different version
                                    of baselines

        Hands-on Practicals:

• Creating new comparison         report version using existing      • Analyzing the comparison
                                  version and opening the existing     report
• Creating new comparison
                                  application version

                                                                     7      w w w. c r e d o s y s t e m z . c o m
11             Reflections

      Topics

• Copying Project and             • Difference between Project       • Merging the changes to
  Reflections                       Copying and reflection           Source Project

        Hands-on Practicals:

• Create reflection of existing   • Merging the changed version
  project and make changes          to the source
  in the copy

12             Reporting

      Topics

• Default Reports                 • Creating Reports using Report    • Project Progress Report
                                    Wizard
• Global Reports                                                     • Schedule Comparison Report
                                  • Template Reporting
• Project reports                                                    • Weekly Report
                                  • Modifying existing reports
• Creating Report groups                                             • Project Cost Report
                                  • Batch Reports – Creating and
• Creating Reports using Report                                      • Project Closing Report
                                    Running Batch Reports
  Editor
                                                                     • Client Report
                                  • Procurement Report

        Hands-on Practicals:

• Creating reports using both     • Customizing any type of report   • Generating reports in different
  Report editor and Wizard                                             file formats
                                  • Creating and executing batch
• Utilizing the default reports     reports

                                                                     8      w w w. c r e d o s y s t e m z . c o m
13             Other Features

      Topics

• Managing Multiple Projects       • User Defined Fields           • Recalculate Assignment Cost
• Project Work Products &          • Global Change                 • Import & Export the project
  Documents                                                          data
                                   • Store Period Performances
• Creating Layouts and
  Maintaining layouts

        Hands-on Practicals:

• Global change usage in           • Creating and saving Layouts       • Import and Export for single and
  Calendar, Activity codes and       for Cost, Baseline, Earned          multiple projects
  Status indicators.                 Value etc

14             Projects

      Topics

• Commercial Building Planning     • Residential Building -        • Power Plant Construction
  loaded with 50+ Activities         Apartment Type
                                                                   • Maintenance of Oil & Gas Plant
• Residential Building - Villa Type • Bridge Construction

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Real Time Projects For - Case Studies

                      1                                              2                                                   3

     Residential Apartment                                   Power Plant                                  Maintenance of
     Construction Planning                                   Construction                             Oil & Gas Plant Project
  During the P6 training, Residential           During the P6 training, Power Plant              During the P6 training, Maintenance
   Apartment 3 story construction               Construction project planning will be           of Oil & Gas Plant Projectplanning will
  project planning will be done the            done the candidates with 8 to 10 WBS               be done the candidates with 8 to 10
   candidates with 9 to 10 WBS by                by creating the 60 + activities with             WBS by creating the 60 + activities
   creating the 50 + activities with             relationships. Resources (Labour,                   with relationships. Resources
 relationships. Resources, Units and            Non-Labour and Material), Units and               (Labour, Non-Labour and Material),
 duration for each activity are clearly         duration for each activity are clearly            Units and duration for each activity
 given the requirement document or              given the requirement document or                  are clearly given the requirement
 project charter. Max duration / time,          project charter. WBS can be given as              document or project charter. WBS
Resource Levelling, baseline, updating              Infrastructure,Sub Structure,                can be given as Manifold facility, LNG
   schedule and monitoring using                    SuperStructure, Mechanical,                     Train, Utilities, Product Storage,
   Earned value to be done. All the                    Electrical, Testing and                   Product Loading and Infrastructure.
training exercises can be practiced or         Commissioning. Enriching candidates                Enriching candidates to think about
 applied and different schedule and             to think about design, Costing, Risk              design, Costing, Risk involved and
cost reports will be generated for this         involved and closure documents as                     closure documents as well.
               project.                                          well.

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                                                                                         10        w w w. c r e d o s y s t e m z . c o m
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