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

  1. Managing the EPS
    1. Elements of the EPS
    2. Benefits of the EPS
  2. Managing the OBS
    1. Elements of the OBS
    2. Configuring users
  3. Defining Resources and Roles
    1. Specifying rates for roles
    2. Setting role limits
    3. Creating a resource
    4. Assigning resource and role teams
  4. Configuring Enterprise Data
    1. Creating financial periods
    2. Creating a global calendar
    3. Create user-defined fields
  5. Managing User Access
    1. Adding users in Cloud or on-premises
    2. Creating security profiles
    3. Creating user accounts
    4. User interface views
  6. Planning the Project
    1. Create project templates
    2. Configure project baselines
  7. Scheduling Services
    1. Publish P6 data
    2. Create reporting schedules
  8. Using Primavera Gateway
    1. Creating business flows
    2. Configuring Gateway settings in P6