Pakistan Society for Training & Development

Plot No. TC-3, 34th Street, Khayaban-e-Seher, D.H.A Phase V (extension). Karachi
T: 021.35854462, 021.35855985, 021.35854462 | E: pstd@cyber.net.pk | W: www.pstd.com.pk

Pakistan Society for Training and Development




ORACLE PRIMAVERA P6 EPPM (R 8.2)

PROGRAM OVERVIEW

The course provides hands-on training for Primavera P6 Enterprise Project Portfolio Management
EPPM R8.2 to improve the competency of project management practitioners and for those who want to
embark on the world of project management, whether to assess the benefits of the project-driven
organization or to develop new skills, and is considering a foundation milestone in stepping towards
advancement.





Pakistan Society for Training & Development
Plot No. TC-3, 34th Street, Khayaban-e-Seher, D.H.A Phase V (extension). Karachi
T: 021.35854462, 021.35855985, 021.35854462 | E: pstd@cyber.net.pk | W: www.pstd.com.pk

PROGRAM CONTENTS

P6 OVERVIEW

WORKING WITH P6

o Customizing the P6 User Experience
o About Industry-Specific Field Names
o About the User Interface
o Working with the P6 User Interface
o About Screen Controls
o Working with the Main Menus
o About the Most Recently Used List
o Working with Tables
o About Columns (Fields)
o Showing or Hiding Columns in a Table
o Selecting Items from a List of Available Items
o Working with Toolbars
o Customizing Toolbars
o Working with "Select a Value" Dialog Boxes
o Selecting Values from "Select a Value" Dialog Boxes
o Working with Data in P6
o Working with Detail Windows
o About Portlets
o About Data Entry Controls

DASHBOARD & WORKSPACE

ABOUT DASHBOARDS

o Working with Dashboards
o Creating Dashboards
o Customizing Dashboards
o Configuring Dashboard Content
o Configuring Dashboard Filters
o Configuring Dashboard Layout
o Showing and Hiding Dashboards
o Working with Workflows in P6










Pakistan Society for Training & Development
Plot No. TC-3, 34th Street, Khayaban-e-Seher, D.H.A Phase V (extension). Karachi
T: 021.35854462, 021.35855985, 021.35854462 | E: pstd@cyber.net.pk | W: www.pstd.com.pk
ABOUT PROJECT WORKSPACES

o Working with Project Workspaces
o Customizing Project Workspace
o Configuring Workspace Content
o Configuring Workspace Layout
o About Project Performance Metrics
o Assessing Project Performance
o Assessing Project Health
o Customizing Project Statistics
o Identifying Critical Activities Behind Schedule
o About Performance Thresholds
o Working with Performance Thresholds
o About Milestones
o About Cost Performance Index (CPI)
o About Schedule Performance Index (SPI)
o About To-Complete Performance Index (TCPI)
o About Contract Management
o Working with Contract Management
o Opening the Contract Management Control Center
o Linking P6 and Contract Management Projects

ABOUT PROJECT WORKGROUPS
O Working with Workgroups
O Assigning Documents to Projects
O Creating Workgroups
O Customizing Workgroups
O Assigning Workgroup Activities
O Creating Workgroup Issues

ABOUT PORTLETS
o Working with Portlets
o List of Portlets
o Customizing Portlets
o Customizing the My Risks Portlet
o Customizing the Resource Analysis Chart Portlet
o Customizing the Open Requests for Resources Portlet
o Customizing Portfolio View Portlets
o Customizing Scorecard Portfolio View Portlets
o Analyzing Resource Team Usage in the Resource Team Summary Portlet
o Creating Portfolio View Portlets
o Document Review and Workflow Portlets
o About Workflows
o Working with Workflows in P6
o Participating in Workflows






Pakistan Society for Training & Development
Plot No. TC-3, 34th Street, Khayaban-e-Seher, D.H.A Phase V (extension). Karachi
T: 021.35854462, 021.35855985, 021.35854462 | E: pstd@cyber.net.pk | W: www.pstd.com.pk
PORTFOLIOS

WORKING WITH PORTFOLIOS

o Opening Portfolios
o Creating Portfolios
o Creating Projects While Working with Portfolios
o Creating Projects in a Portfolio View Scorecard Portlet
o Creating Projects on the Portfolio Analysis Page
o Assigning Projects to a Portfolio
o Defining Performance Thresholds

PORTFOLIO VIEWS
o About Portfolio Views
o Working with Portfolio Views
o Creating Portfolio Views
o Working with Portfolio View Scorecards
o Working with Portfolio View Bubble Charts
o Working with Portfolio View Pie Charts
o Working with Portfolio View Histograms

PORTFOLIO SCENARIOS
o About Portfolio Scenarios
o About What-if Analysis
o Working with Portfolio Scenarios

CAPACITY PLANNING
o About Capacity Planning
o Working with the Capacity Planning Page

PROJECTS
THE EPS
o Working with the EPS
o Creating EPS Elements
o Configuring the EPS
o Opening Projects or Templates in the EPS

ABOUT PROJECTS
o Creating Projects
o Creating Projects from Existing Projects or Templates
o Deleting Projects or EPS Elements
o Customizing Detail Windows
o Configuring Project Preferences
o Linking P6 and Contract Management Projects

o Configuring Project Defaults
o Configuring General Project Preferences


Pakistan Society for Training & Development
Plot No. TC-3, 34th Street, Khayaban-e-Seher, D.H.A Phase V (extension). Karachi
T: 021.35854462, 021.35855985, 021.35854462 | E: pstd@cyber.net.pk | W: www.pstd.com.pk
o Opening Projects or Templates
o About Gantt Charts
o Working with the Activity Gantt Chart
o Configuring Gantt Charts

ABOUT BASELINES
o Working with Baselines
o Creating Baselines

ABOUT SUMMARY DATA
o Working with the Summarizer Service
o Summarizing Projects

ABOUT IMPORTING AND EXPORTING PROJECTS
o Importing and Exporting Projects
o Exporting Projects using Microsoft Project XML

ABOUT BUDGETS
o Working with Budgets
o Establishing Budgets
o Creating Budget Change Requests
o About Spending and Benefit Plans
o Working with Spending and Benefit Plans
o Configuring Spending and Benefit Plans

ABOUT PROJECT VIEWS
o Configuring EPS Views
o Configuring EPS View Columns
o Configuring EPS View Grouping
o Configuring EPS View Filters
o Applying Filters
o Creating Filters
o Configuring Filters
o Configuring EPS View Gantt Chart Bars
o Configuring EPS View Gantt Chart
o About Columns (Fields)
o About Grouping and Sorting
o About Filters

ABOUT FUNDING SOURCES
o Working with Funding Sources
o Assigning Project Funding Sources










Pakistan Society for Training & Development
Plot No. TC-3, 34th Street, Khayaban-e-Seher, D.H.A Phase V (extension). Karachi
T: 021.35854462, 021.35855985, 021.35854462 | E: pstd@cyber.net.pk | W: www.pstd.com.pk
ABOUT GANTT CHARTS
o Configuring Gantt Charts
o About Bars

ABOUT PROJECT CODES
o Assigning Project Codes

ABOUT ACTIVITIES
o Working with Activities
o Creating Activities
o Configuring General Activity Information
o Recalculating Assignment Costs
o Customizing DetailWindows
o About Activity Types
o AboutWBS Summary Activities
o About Suspending and Resuming Activities
o About the Activity Table
o About Activity Networks
o Working with the Activity Network
o About Calendar View
o Working with the Activity Calendar

ABOUT ACTIVITY VIEWS
o Working with Activity Views
o Creating Activity or EPS Views
o Configuring Activity Views
o Configuring Activity View Columns
o Configuring Activity View Grouping
o Configuring Activity View Filters
o Applying Filters
o Creating Filters
o Configuring Filters
o Configuring Activity View Gantt Chart Bars
o Configuring Activity View Gantt Chart
o Configuring Activity Network
o Configuring Activity View Access
o Sending Activity Views by E-Mail
o About Columns (Fields)
o About Filters
o About Grouping and Sorting

ABOUT BASELINES
o Working with Baselines
o Creating Baselines

ABOUT SCHEDULING PROJECTS
o Scheduling Projects
o Configuring General Scheduling Options
o Configuring Advanced Scheduling Options


Pakistan Society for Training & Development
Plot No. TC-3, 34th Street, Khayaban-e-Seher, D.H.A Phase V (extension). Karachi
T: 021.35854462, 021.35855985, 021.35854462 | E: pstd@cyber.net.pk | W: www.pstd.com.pk

ABOUT CRITICAL PATH ACTIVITIES
o Working with Critical Activities
o Creating Baselines

ABOUT SCHEDULE PREVIEW
o Enabling Schedule Preview

ABOUT RESOURCE LEVELING
o Configuring Resource Leveling Options and Priorities
o Leveling Project Resources

ABOUT UPDATING PROGRESS
o Updating Activity Progress

ABOUT STORE PERIOD PERFORMANCE
o Storing Period Performance

ABOUT IMPORTING AND EXPORTING DATA
o Importing Activities from Excel
o Exporting Activities to Excel
o Creating Import Templates

ABOUT PROGRESS LINES

ABOUT EXPENSES
o Creating Expenses
o Configuring Expenses
o Configuring Auto Compute Actuals for Expenses

ABOUT DURATION TYPES
o Working with Duration Types

ABOUT CONSTRAINTS
o Working with Activity Constraints

ABOUT ISSUES
o Creating Activity Issues
o Configuring Activity Issues

ABOUT RISKS
o Working with Project Risks
o Assigning a Risk to an Activity

ABOUT STEPS
o Working with Activity Steps
o Creating Activity Steps
o Configuring Activity Steps




Pakistan Society for Training & Development
Plot No. TC-3, 34th Street, Khayaban-e-Seher, D.H.A Phase V (extension). Karachi
T: 021.35854462, 021.35855985, 021.35854462 | E: pstd@cyber.net.pk | W: www.pstd.com.pk
ABOUT EARNED VALUE
o ConfiguringWBS Earned Value

TEAM USAGE
o Customizing Team Usage
o Assigning Resources to Unstaffed Activities
o Exporting Team Usage Spreadsheets
o Searching Resources
o Sending E-Mail to a Project Manager

ISSUES
o Working with Issues
o Creating Project Issues
o Configuring Project Issues
o Customizing Project Issues
o Assigning Related Items to Issues
o Sending E-Mail about Issues

ABOUT ISSUE CODES
o Assigning Issue Codes

ABOUT ISSUE FORMS
o Creating Issue Forms
o Assigning Projects to Issue Forms

RISKS

RISK ENTERPRISE DATA
o Working with Risks Enterprise Data
o Configuring Risk Enterprise Data
o Risk Thresholds
o About Risk Thresholds
o Working with Risk Thresholds
o Creating Risk Thresholds
o Modifying Risk Thresholds
o Risk Scoring Matrices
o About Risk Scoring Matrices
o Working with Risk Scoring Matrices
o Creating Risk Scoring Matrices
o Assigning a Risk Scoring Matrix to a Project

o Assigning a Risk Scoring Matrix to a Project from the Enterprise Data
Pane
o Assigning a Risk Scoring Matrix to a Project from the EPS Page
o Assigning a Risk Scoring Matrix to a Project from the Portfolios Section
o Risk Categories
o About Risk Categories
o Creating Risk Categories


Pakistan Society for Training & Development
Plot No. TC-3, 34th Street, Khayaban-e-Seher, D.H.A Phase V (extension). Karachi
T: 021.35854462, 021.35855985, 021.35854462 | E: pstd@cyber.net.pk | W: www.pstd.com.pk
o Risk UDFs
o About Risk User Defined Fields
o Creating Risk UDFs

PROJECT RISKS
o Working with Project Risks
o Managing Project Risks
o Creating Project Risks
o Adding Detailed Project-Level Risks
o Adding Project Risks to Activities
o Adding High-Level Project Risks
o Assigning a Risk to an Activity
o Risk Response Plans
o About Risk Response Plans
o Working with Risk Response Plans
o Developing a Risk Response Plan
o Adding Risk Response Plans
o Adding Risk Response Plan Action Items
o Assigning Activities to Risk Response Plan Action Items

RESOURCES

ROLES
o About Roles
o Creating Roles
o Assigning a Resource to a Role
o Assigning a Role Team to a Role
o Assigning Rates to Roles
o Assigning Work Limits to Roles

ROLE TEAMS
o About Role Teams
o Creating Role Teams
o Assigning a Role to a Role Team

RESOURCES
o About Resources

o Adding Resources
o Assigning a Role to a Resource
o Assigning a Resource Team to a Resource
o Configuring Resource Settings
o Assigning Calendars to Resources
o Assigning Resource Codes
o Assigning Resource Rates
o Creating Import Templates




Pakistan Society for Training & Development
Plot No. TC-3, 34th Street, Khayaban-e-Seher, D.H.A Phase V (extension). Karachi
T: 021.35854462, 021.35855985, 021.35854462 | E: pstd@cyber.net.pk | W: www.pstd.com.pk
RESOURCE TEAMS
o About Resource Teams
o Creating Resource Teams
o Assigning a Resource to a Resource Team

RESOURCE PLANNING
o About Resource Planning
o Customizing the Resource Planning Spreadsheet
o Assigning Projects or WBS Elements to Resources or Roles
o Assigning Resources or Roles to Projects or WBS Elements
o Modifying Resource or Role Assignment Dates
o Allocating Units or the Percentage of Available Units to Resources or
Roles
o Splitting a Resource or Role Assignment

RESOURCE ANALYSIS
o About Resource Analysis
o Analyzing Resource Allocations
o Assigning Resources to Unstaffed Activities
o Viewing Role Usage
o Viewing Resource Usage
o Exporting Resource or Role Usage Data

REPORTS

o Scheduling Reports.
o Running Reports On-Demand
o Exporting a List of Reports
o Viewing the Report Run History




















Pakistan Society for Training & Development
Plot No. TC-3, 34th Street, Khayaban-e-Seher, D.H.A Phase V (extension). Karachi
T: 021.35854462, 021.35855985, 021.35854462 | E: pstd@cyber.net.pk | W: www.pstd.com.pk
INSTRUCTORS PROFILE

Shuja Ali
Sr. PM Consultant
IPECC Consultants Pvt. Limited

PROFILE SUMMARY
Mr. Shuja Ali has extensive experience in providing strategic support to management professionals in
the development & implementation of organizational vision, mission, objectives, & goals. He has
more than 15 years experience in project & portfolio management, Performance Measurement
Analysis (PMA), Project Management Information Systems (PMIS) and Earned Value Management
Systems (EVMS). And has broad practice skills in Oracle Primavera Applications Implementation,
Integration, Training & consulting services.
Certified Gold Trainer.



AREAS OF EXPERTISE
Planning and leading Project Management software (PMIS) implementation projects concurrently.
Practical use & implementation experience with Microsoft Project, Oracle Primavera & other
Oracle Primavera applications such as Risk Manager, EPPM, PPM, and Contract Manager
Project Management experience in a variety of industries
Extensive experience with Oracle Primavera reporting environment and tools such as Enterprise
Reporting Database and P6 Analytics
Experience in integrating Oracle Primavera applications with ERP Systems (such as SAP, Oracle
EBS Suite & Maximo) with basic knowledge of database, WebServices and middleware
technology
Experience leading a team of functional/technical consultants
Excellent planning and organizational skills, and ability to follow through until a process is
complete.
Exceptional customer service skills.
Strong decision-making, analytical and problem-solving skills particularly in converted data
verification.


Pakistan Society for Training & Development
Plot No. TC-3, 34th Street, Khayaban-e-Seher, D.H.A Phase V (extension). Karachi
T: 021.35854462, 021.35855985, 021.35854462 | E: pstd@cyber.net.pk | W: www.pstd.com.pk

PROGRAM SCHEDULE



Training Format : Workshop Track

Duration : 3 Days Session

Scheduled Dates : 08
th
& 10
th
of April 2014

Timings : 09:00 a.m. to 05:00 p.m.

Training Location : Pakistan Society for Training & Development
Plot No. TC-3, 34th Street,
Khayaban-e-Seher,
D.H.A Phase V (Extension),
Karachi

Training Fee : Rs.30, 000 per participant
*15% discount on 3 or more nominations








FOR FURTHER INFORMATION &REGISTRATION:

Contact:
Ms Hasan Abbas
T: 35855985 35854462,
M: 0321-20006170
E: hasan.abbas@pstd.com.pk