Procept courses accredited by the CCA for Gold Seal certification credits

Primavera P6 Application Administration Rel 15

Primavera P6 Application Administration Rel 15

This two-day course covers how to build enterprise data structures and configure settings to support an enterprise implementation or Cloud deployment. It also provides basic information on using Primavera Gateway to configure integrations between P6 and other applications.

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 is offered in partnership with SAR Systems, an Oracle Univeristy-accredited training provider.

 

LEARNING OUTCOMES

During this workshop, you will learn to:

  • Manage EPS and OBS
  • Create resources and roles
  • Configure security
  • Manage enterprise settings
  • Support project management processes
  • Manage users in Cloud or on-premises
  • Set project data
  • Establish project defaults

 

WHO SHOULD ATTEND

This course is best suited to adminisrators, functional implementers and project managers.

PREREQUISITE

Participants should have completed a project management fundamentals course such as our Project Management Essentials, or equivalent.

WHAT YOU WILL LEARN

Managing the OBS

  • Elements of the EPS
  • Benefits of the EPS

 

Managing the EPS
  • Elements of the OBS
  • Configuring users

 

Defining Resources and Roles
  • Specifying rates for roles
  • Setting role limits
  • Creating a resource
  • Assigning resource and role teams

 

Configuring Enterprise Data
  • Creating financial periods
  • Creating a global calendar
  • Create 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