Acquire the skills to effectively utilize Primavera P6 for a range of administrative tasks. This comprehensive course will guide you through creating user profiles, managing security privileges, and establishing enterprise data such as project codes, cost accounts, and financial periods. Additionally, you will explore administration features in P6 Web Access, including User Interface views and calculated user-defined fields. Successful completion of this course offers professional development opportunities and grants Continuing Education Units.

Course Objectives:

After participating in this course, you will be able to:

Create users
Create enterprise data
Manage security
Manage User Interface views
Define codes
Define cost accounts
Creating Calendars
Defining Project Codes
Defining Activity Codes
Defining Resource Codes
Managing User Access
Summarizing Data and Job Services
Defining Financial Periods
Defining Cost Accounts
Managing Web Administration

Who Should Attend?

Project Manager
Business Analysts
End Users
Functional Implementer

Course Outlines:

Creating Calendars

Defining Work time
Creating a Project Calendar

Defining Project Codes

Creating Values
Assigning Weights
Designating a Secure Code
Assigning Codes

Defining Resource Codes

Creating Values
Assigning Codes

Defining Activity Codes

Creating Values
Designating a Secure Code
Assigning Values

Defining User Access

Establishing Security
Defining the Organizational Breakdown Structure
Establishing Security Profiles
Creating a User

Summarizing Project Data and Job Services

Viewing Summarizer Details
Summarizing Data
Defining Job Service Options

Defining Financial Periods

Creating Financial Periods
Displaying Financial Periods
Storing Past Period Performance

Defining Cost Accounts

Viewing the Cost Accounts Dictionary
Assigning Cost Accounts to Activities
Assigning Cost Accounts to Expenses

Managing Web Administration

Managing User Interface Views
Creating a Calculated User-Defined Field
Creating Issue Codes
Creating Issue Forms

Filters