Course Description
This course provides guidance on setting up enterprise data in P6 Client-Server and P6 Web, including the creation of calendars, project codes, activity codes, and resource codes. The course also covers how to set up users and processes to establish security
Duration: 1 day
Training Dates:
Jan 2009: 15th - 16th
Course Outline
Creating Calendars
- Define worktime and nonworktime
- Designate between global, project, and resource calendars
- Create a new project calendar
Defining Project Codes
- Define project codes
- Create values for project codes
- Assign weights to project codes and project code values
- Designate a secure code
- Assign project code values
Defining Resource Codes
- Define resource codes
- Create values for resource codes
- Assign resource code values in Primavera
Defining Activity Codes
- Define activity codes
- Create values for activity codes
- Designate a secure code
- Assign activity code values
User Access
- Describe the process for establishing security
- Define and create an Organizational Breakdown Structure hierarchy
- Establish security profiles for global and project data
- Create a new user with access privileges
Summarizing Project Data & Running Job Services
- View summarizer details
- Manually summarize data
- Define job service options
- Automatically summarize data using a job service
User-Defined Fields and Global Change
- Establish user-defined fields
- Define global change parameters
- Run a global change
Financial Periods
- Create financial periods
- Display financial periods as columns
- Store past period performance
Defining Cost Accounts
- View the cost accounts dictionary
- Assign cost accounts to activities
- Assign cost accounts to expenses
Web Administration
- Manage User Interface views
- Create a calculated user-defined field
- Create issue codes
- Create an issue form
Professional Development and Continuing Education Units: Earns 6.5 PDUs
