Lesson 2: Primavera P6 Fundamental

FREE Live webinar by Global Project Control

Prepared by: Ahmad Setayandeh

Global Project Control

 Lesson 2 - Primavera P6 Fundamental

Table of Contents
General Software information .................................................................................................................... 3
· Project Manu Bar ............................................................................................................................. 3
· Enterprise Manu bar (Alt+N) ........................................................................................................... 4
· Tools Manu bar (Alt+T) .................................................................................................................... 5
· Group and Sort Option ........................................................................................................................ 6
· Filter ..................................................................................................................................................... 7
· Filter Elements ................................................................................................................................. 8
· Gant Chart and Bar .............................................................................................................................. 9
· Gant Chart > Bars > Bar OPTION.................................................................................................... 10
· Gant Chart > Time Scale................................................................................................................. 11
Contact Information .............................................................................................................................. 12

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 Lesson 2 - Primavera P6 Fundamental

General Software information

· Project Manu Bar (Alt+P)

Access to Activity/Resource/WBS Sheet

Access to Expense/Docs/ Baseline sheet

Access to Thresholds/Issues/Risk sheet

When you open multiple projects, use this dialog

box to specify which project to open by default,
which project’s settings to use when you schedule
or level, and which project to use by default when
you add new information to the database.

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 Lesson 2 - Primavera P6 Fundamental

· Enterprise Manu bar (Alt+N)

Define Project
Define Project EPS based on your OBS
a
Access to Tracking Sheet and Portfolio

Define All Resources include Labor, Non-Labor, Material, …

a
a
Define All Resources Roles & OBS
a
a
Code definition and User Define field
a
a Assign Role, Resource, create relationship to Activity and
a other general actions

a Define Activity Steps, name and other information

a
Define Project advanced financial dictionary & permission
for external connection

Use the External Applications For instance, Funding Sources:

dialog box to set up links with
external applications
Use the Funding Sources dialog box to set up a funding
sources dictionary containing any non-profit, government-
allocated, or other funding sources for easy assignment to
budget items.

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 Lesson 2 - Primavera P6 Fundamental

· Tools Manu bar (Alt+T)

Scheduling Tools

Store Periodic Data

Globally Change Project information

monitor all of the open project's thresholds

at once

track the open project's issues

Comparison Two Project

Prepare Reports

Comparison Two schedule elements like

WBS, activities, etc

Important notice: Your changes will be saved automatically, please only

do the change.

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 Lesson 2 - Primavera P6 Fundamental

· Group and Sort Option

Use the Group and Sort dialog box to group and sort items in your current display.

Display Setting

Use base on requirement

Sort Option

Sharing information from WBS Sheet

Priority of Sort

In Common use to

“Activity ID”

You can add another sort

Priority based on your

requirement

Important notice: Your changes will be saved automatically, please only

do the change.

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 Lesson 2 - Primavera P6 Fundamental

· Filter

Cancel All Filters Very Important notice General Filter Actions

Default Filter

Explore for
more in
below

Preview after use to filter

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 Lesson 2 - Primavera P6 Fundamental

· Filter Elements

Important Condition Define filter detail General Actions

Filter Leveling
and Priority

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 Lesson 2 - Primavera P6 Fundamental

· Gant Chart and Bar

How to ADD CURTAIN in Gant Chart Area

Check marked both for CPM

Please refer to BAR CHART OPTION in next Page

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 Lesson 2 - Primavera P6 Fundamental

· Gant Chart > Bars > Bar OPTION

Too easy setting - Will be explain during course

Present Progress in “Schedule % Complete” field

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 Lesson 2 - Primavera P6 Fundamental

· Gant Chart > Time Scale

specify the timescale you want to display in the current Gantt Chart, profile, or spreadsheet
layout

specify the timescale you want to display in the current Gantt Chart, profile, or spreadsheet
layout

Important notice: Your changes will be saved automatically, please only

do the change.

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 Lesson 2 - Primavera P6 Fundamental

Contact Information
KEEP IN TOUCH, I am always available for further information.
https://www.linkedin.com/in/ahmad-setayandeh

https://www.youtube.com/c/GlobalProjectControl

https://www.instagram.com/globalprojectcontrol/

Please support me by your subscription to my YouTube Channel

THANK YOU FOR YOUR SUPPORT

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