This Primavera P6 Application training teaches you how to build enterprise data structures and configure settings to support an enterprise implementation or Cloud deployment.
Learning Objectives:
- Add resources
- Manage users in Cloud
- Manage users on-premises
- Set enterprise data
- Set project data
- Establish project defaults
- Manage reporting
- Build OBS
- Build EPS
- Configure security
Who Should Go For This Training?
Administrator
Functional Implementer
Project Manager
Course Outline
- Managing the EPS
- Elements of the EPS
- Benefits of the EPS
- Managing the OBS
- Elements of the OBS
- Configuring users
- Defining Resources and Roles
- Specifying rates for roles
- Setting role limits
- Creating a resource
- Assigning resource and role teams
- Configuring Enterprise Data
- Creating financial periods
- Creating a global calendar
- Create user-defined fields
- Managing User Access
- Adding users in Cloud or on-premises
- Creating security profiles
- Creating user accounts
- User interface views
- Planning the Project
- Create project templates
- Configure project baselines
- Scheduling Services
- Publish P6 data
- Create reporting schedules
- Using Primavera Gateway
- Creating business flows
- Configuring Gateway settings in P6
