106A - Primavera P6 – Application Administration Rel.15

OVERVIEW

This two-day course covers how to build enterprise data structures and configure settings to support an enterprise implementation. Among topics covered: how to build and manage the EPS and OBS; add users and configure security; set enterprise data and default settings; and support project management processes. This course builds off skills learned in the basic course (102).

   


COURSE LEVEL:
Advanced

TARGETED ROLES:
P6 System Administrators, IT Managers

ADDITIONAL AUDIENCES:

Existing Primavera users


PRE-REQUISITES:
Primavera Basic 102 course

LOCATIONS & DATES:
Primavera Training Calendar


COURSE OUTLINE
 

Learning Outcomes

  • Manage EPS and OBS
  • Create Resources and Roles
  • Add Users and Configure Security
  • Manage Users On-Premise
  • Manage Enterprise Settings
  • Support Project Management Processes

 

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 Limites

 

Configuring Enterprise Data

  • Creating Financial Periods
  • Creating a Global Calendar
  • Creating 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