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Primavera P6 EPPM Administrator

Primavera P6 EPPM Administrator Training (R8.1+)


Duration: 1-day (on-site or on-line)
Prerequisite: Previous experience with any version of Primavera P6 EPPM or Professional
(as an administrator) an advantage but not essential.
Course Description
With the release of Oracle Primavera P6 EPPM 8.1, the administrative functionality for the
system moved out of the P6 Professional client and into the web based EPPM system.
If youre new to P6 EPPM or are migrating from a Professional client P6 system to EPPM
8.1+, this course is ideal for getting up and running fast using the new web based
administration tools.
This class is an instructor lead course offered on-site or online. Whatever delivery method
you choose, you are provided with access to a Primavera P6 EPPM R8.2 training
environment to use as a sandbox for safely practicing the techniques of P6 administration.
You are also provided with a comprehensive training manual that will also function as a
reference guide and aide memoir as you begin to work with your P6 EPPM production
system.

Course Outline
Chapter 1 - Introduction
About this training

Chapter 2 - Working with Data Structures

Working with the OBS


Understanding the Enterprise Project Structure (EPS)
Modifying the EPS
Creating a New EPS Node
Responsible Manager Assignment
Managing and using Project Templates

Chapter 3 - Working with Enterprise Data

The Enterprise Data Page


Categories of Enterprise Data
Global Settings
Timesheet Periods
Project, Activity and Resource Codes
Working with Project User Defined Fields (UDFs)

Chapter 4 Adding Users


P6 EPPM User Overview
Adding a New User to P6
User Interface Views

Chapter 5 - Resource Administration

Working with Roles


Role Teams
Adding Resources
Resource Teams (Global or User)
Setting Resources for Progress Reporter Timesheets

Chapter 6 - Global Dashboards and Views


Creating and Managing Dashboards
Modifying Existing Dashboards

Chapter 7 - Understanding the Data Date


The P6 Data Date

Chapter 8 - Managing Services

Global Scheduled Services


Application Settings Page Services
Project Preferences
Project Scheduled Services
Apply Actuals
Schedule Service
Summarize Service
Leveling Service

Chapter 9 - Application Settings

Data Limits
Earned value
General
ID Lengths
Services
Timesheets
Time Periods

Chapter 10 Project Portfolios


Creating a Portfolio
Filtered Portfolios
Assigning a Portfolio to the Dashboard

Chapter 11 Common Maintenance Items

Environmental Issues
Web Browser Settings
Java Issues
Virus Protection Software
Users Locked out of P6
Progress Reporter and Timesheet Issues
Other common items that generate helpdesk requests

Chapter 12 Appendix A Portlets Index


A guide to configuring the Dashboard portlets (bonus chapter reference material)

To learn more about this class, please contact Ten Six Consulting (703) 910-2600 or email
us at training@tensixconsulting.com

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