Getting Started with Primavera P6 EPPM> Creating a Project From a Template
Creating a Project From a Template
Duration: 5m 45s
Skill Level: Beginner
P6 EPPM allows users to create and store project templates. In this lesson, you'll take a walk through the process of creating a new project based on a template stored in the EPPM database.
Oracle's Primavera P6 Enterprise Project Portfolio Management (EPPM) is a robust and easy-to-use web-based project and portfolio management tool. Like the well-known Primavera P6 Professional (also known as "the windows version"), Primavera P6 EPPM is the same CPM scheduling engine with a whole new look and lots of new features.
If you want to get up to speed fast on building projects in Primavera P6 EPPM, then this course is for you. We'll take you from logging-in to scheduling, with full details on creating Work Breakdown Structure, adding Activities, linking work together, as well as getting used to the new interface. Join us for your first steps with Primavera P6 EPPM.
Video: Creating a Project From a Template
Hi! In this lesson, we’re going to take a look at creating projects from templates. There are two options for this using the system defying templates, normally created by system administrators working with process owners. The second option is using past projects as simple as copy and paste. Let’s start by going into the EPS. If you’re not already there, click on the project section. Within the EPS screen, you should be able to see the project templates by clicking ‘view collapse all’. If you can’t, make sure you have this standard view open. If you still can’t, maybe that the database you’re using did not have the data demonstration installed and setup. You only need to contact us and we’ll help you solve that. In here, I have four templates. Each of these are opened and closed in the same way that the normal project would be. Click on the ‘Assisted Template’ for me. Within the project details tab at the bottom of the screen, you can see the default ‘risks’ at the right and within the description tab, a simple message describing the template.
Templates are really good way of insuring the correct codes is added to a new project. This one, as a construction code added for business processes. This one ensure that any dashboards have a portfolio setup using this project code as fill up we’ll...