Primavera P6 EPPM V17 Fundamentals

Introduction
1
How to Use the Files for the Course
4m 40s

Learn about how to get up and running with the P6 files for Primavera P6 EPPM course. Download the files and get started!
Primavera P6 EPPM Navigation
2
What's New in EPPM 17.7
7m 24s

EPPM 17.7 has some new features you'll want to learn about. Find out about improvements to HTML5, migration away from Java, new features and more.
3
Advantages of Primavera P6 EPPM Web
5m 39s

Why is Primavera P6 Web a great tool for project managers? Find out! In this lesson we discuss benefits and advantages of using Primavera P6 EPPM Web.
4
Enterprise and Project Data
5m 49s

Primavera P6 EPPM has 2 types of data : enterprise and project data. Learn about the differences and how work with these 2 data types in EPPM.
5
The Enterprise Project Structure (EPS)
7m 57s

What is an EPS? EPS stands for Enterprise Project Structure. It's a tool to help you organize your projects. To use EPPM, understanding the EPS is fundamental.
6
Navigating P6 EPPM
12m 11s

Let's move around P6 EPPM and start getting familiar with the screens and the interface. Open a project and follow along with David.
7
Opening and Closing Projects
6m 28s

In this lesson David will teach you about the basics of opening and closing projects. Once a project is open, you can jump into other parts or other pages within P6 Web and one of those will be the Activities page. Check it out.
8
Setting My Preferences
10m 08s

Start customizing Primavera P6 EPPM to your liking by setting your preferences. Learn about the many options available in the My Preferences screen.
9
Primavera P6 EPPM Views
3m 45s

If you know what P6 layouts are, then EPPM Views are similar. Learn about creating, opening and saving Primavera P6 Views in this lesson.
10
Customizing P6 EPPM Views
14m 07s

We're going to take a look at P6 EPPM's Views. I'll show you how to customize Views and change the way the data is shown on screen.
11
Using Primavera EPPM Dashboards
10m 24s

In this lesson, we're going to take a look at P6 EPPM's Dashboards. Dashboards are by default, the entry point into P6 Web. So, often people's first interaction with the tool.

12
Primavera P6 EPPM's Workspaces
5m 04s

Workspaces are a feature that is only available in P6 EPPM Web. Let's dig into what we can accomplish with this customizable feature.
13
Using The Team Usage Feature in P6 EPPM
8m 03s

Let's take a look at a feature within P6 Web that's not available within P6 Professional, team usage. Here I'll go through the resources you'll find under team usage and how you can manipulate that data and more.
14
Workshop: Primavera P6 EPPM Navigation
60m

This hands-on workshop will challenge you to put your EPPM Navigation skills to the test. Try the exercises and follow each step and refer to the lessons for help.
15
Mid-Course Quiz: Primavera P6 EPPM Navigation
10m In this lesson you will be quizzed on what you've watched in this section.
Creating a Schedule in P6 EPPM
16
Creating a New Project from Scratch and a Template
6m 16s

Here you'll learn how to create a project from a template, how to create a new project, how to import that new project, as well as how to set it as defaults.
17
Creating a New Project by Copy and Pasting Data
3m 38s

In the previous lesson you were shown how to create a new project from scratch and a template, in this lesson you'll learn how to create a new project by copying and pasting data.
18
Adding and Creating a WBS in P6 EPPM
4m 40s

In this lesson video you'll learn why we have a work breakdown structure, how to add and create a WBS for your project, how to build elements at a WBS level, and how you can fit it into your project plan.
19
Adding Activities to the Schedule in P6 EPPM
8m 14s

An activity is a defined piece of work which has a start and an end. In this lesson you'll learn how to add activities to the schedule, about the different types of activities and more.
20
Critical Path Methodology in P6 EPPM
4m 52s

Here you'll learn the theory behind the Critical Path Methodology in EPPM and will be shown the process it takes to schedule a plan and how to calculate the CPM.
21
Relationships in P6 EPPM
14m 08s

Here you'll learn how to create relationships in EPPM and the four different relationship types - Finish to Start, Finish to Finish, Start to Finish, and Start to Start. You'll also be shown how to use network logic diagrams and how lags work.
22
Scheduling in P6 EPPM
5m 33s

With the project associated, you'll learn how to use the scheduling options between P6 and P6 EPPM .
23
Workshop: Creating a Schedule in P6 EPPM
60m

This hands-on workshop will challenge you to put your skills on creating a schedule in P6 EPPM to the test. Try the exercises and follow each step and refer to the lessons for help.
24
Mid-Course Quiz: Creating a Schedule in P6 EPPM
10m In this lesson you will be quizzed on what you've watched in this section.
Resource Management in P6 EPPM
25
Introduction to Roles and Resources in P6 EPPM
4m 51s

Roles and Resources, what are they about? We're going to take you through the simple functionality of these in P6 Web, what resources and roles actually mean, and the differences between the two.
26
Roles in P6 EPPM
10m 39s

We're going to look at roles in P6 EPPM's resource section. In this lesson you'll be shown examples on how roles and resources can work together and more.
27
Resource Administration in P6 EPPM
17m 48s

Here you'll learn all about resources: how to create them, the various options you have when it comes to the settings, units and process, how resource codes are link to the roles dictionary in P6 EPPM, and more.
28
Assigning Roles and Resources in P6 EPPM
8m 32s

Here you'll follow along with a project where you'll be shown how to set up and manage a view, how to update roles and resource rates, what the different fields in the resources section are, and more.
29
Resource and Role Teams in P6 EPPM
6m 15s

In this lesson you'll learn how role teams work. How to create, assign and save your own resource and role team. We're going to show you how to find the resource team summary section, how to add user role team, grouping them together and more.

30
Using Dashboards for Resource Management in P6 EPPM
6m 34s

Dashboards are a good way of enabling and helping the resource manager access the information that's traditionally very hard to find. Who's working on what projects? What time frame are they working on? How much work have they got left to do? - that will all be answered in this lesson video.

31
Resource Planning in P6 EPPM
11m 07s

We're going to have a look at the resource planning page in P6 EPPM, what it does, how it can be used, and some suggestions for how you might want to think about using it.
32
Budgets and Funding in P6 EPPM
5m 03s

If your project uses funding sources to support your budgets, then what you can do within P6 EPPM? In this lesson we're going to take you through the funding tab on the projects and EPS page, as well as how to assign funds and record funding sources.
33
Non Resource Expenses in P6 EPPM
3m 52s

Here you'll learn about non-resource expenditure and how to apply and manage expenses to your project. You'll be following along with the associated project where you can plan, pick, and assign expenses.
34
Funding on Summary Activities in P6 EPPM
3m 32s

What do we mean by summary activities and why might this be useful? Why have I called it Project Management? In this lesson you'll be taken through how to locate, assign and update activities, funds, project duration and more.
35
Workshop: Resource Management in P6 EPPM
60m

This hands-on workshop will challenge you to put your skills on Resource Management in P6 EPPM to the test. Try the exercises and follow each step and refer to the lessons for help.
36
Mid-Course Quiz: Resource Management in P6 EPPM
10m In this lesson you will be quizzed on what you've watched in this section.
Improving the Schedule
37
Improving the Schedule in P6 EPPM
6m 29s

What do we need to look at when analyzing and improving the project? In this lesson you'll be shown how to shorten a project and the activities, how to keep it on track and more.
38
Shortening the Project Length in P6 EPPM
5m 34s

In this lesson you'll learn how to alter a project schedule to view only the critical activities. how to assess the duration of activities and more.
39
Activity Codes in P6 EPPM
7m 09s

Activity codes are a really good way of highlighting activities, where to work, and the duration. In this lesson you'll learn what activity codes are and how they work. You'll also be able to create your own RFC code and more.

40
Project Calendars in P6 EPPM
7m 01s

Here you'll be following along with the associated project file and learning how to use calendars at a project and activity level. You'll also be shown how to determine what you want data to based your calendar on, how to filter the data and more.
41
Date Constraints in P6 EPPM
10m 47s

we're going to talk about various constraints in P6 EPPM. Hard and soft constraints, secondary constraints and how to handle purchasing activities. All of this and more will be explained with detailed examples in this lesson video.
42
Resource and Role Analysis in P6 EPPM
7m 18s

Resource analysis is a functionality which includes some of the resource teams and role teams features. In this lesson, you'll be learning how to view the actual details that are building up the numbers in your resources through the bricklayer example.
43
Changing Rates and Resources in P6 EPPM
5m 51s

So what do you do if an assignment has its rate changed mid-activity or mid-project? In this lesson, we're going to have a look at one particular activity where there is an excavator assigned as a resource and more.
44
Duration Types in P6 EPPM
5m 19s

There's a lot of different options that you've got with duration type and when you change one element, another one will change. Understanding the principles of it is what's really key here and in this lesson will show you how to use duration types and how it can be used to make changes to activities.
45
Workshop: Improving the Schedule in P6 EPPM
60m

This hands-on workshop will challenge you to put your skills on Improving the Schedule In P6 EPPM to the test. Try the exercises and follow each step and refer to the lessons for help.
46
Mid-Course Quiz: Improving the Schedule
10m In this lesson you will be quizzed on what you've watched in this section.
Recording Progress in P6 EPPM
47
Baselining the Schedule in P6 EPPM
7m 33s

We're going to walk through the baseline functionality of P6 EPPM and comparing it to P6 Professional. You'll also learn how to create and import a baseline, and more.

48
Creating a Status Update View in EPPM
4m 46s

Here you'll be taken through a project where you create a view specifically for updating a schedule. We're going to create and manage a view, discuss how to create standard and classic views, and more.
49
Statusing the Project in P6 EPPM
5m 06s

We're going to show you how to create a filter to limit the number of activities we see on screen when statusing the project, how to handle an activity that's in progress and much more.
50
Percent Complete Types in P6 EPPM
4m 26s

P6 EPPM has three different ways of measuring Percent Complete when recording progress against an activity. In this lesson we'll take a look at how P6 chooses a default when you create a new activity and more.
51
Producing Reports in P6 EPPM
4m 30s

Here we're going to look at the various ways of filtering out the data from the created and updated schedule that was done previously. You'll be taken through two options before switching to the classic view to produce reports. After this lesson you'll be able to create your own printouts and more.
52
Exporting a Project to XML in P6 EPPM
2m 28s

So what do we want to export? It works slightly differently to P6 Professional, in that you don't have to have the project open to be able to export it. In this lesson, you'll be taken step-by-step through the different importing options, how baselines are associated and more.
53
Workshop: Recording Progress in P6 EPPM
60m

This hands-on workshop will challenge you to put your skills on Recording Progress in P6 EPPM. Try the exercises and follow each step and refer to the lessons for help.
54
Mid-Course Quiz: Recording Progress in P6 EPPM
10m In this lesson you will be quizzed on what you've watched in this section.
55
Preparing For Your Certificate
2m Don't forget your certificate! Complete the form in this lesson to earn your certificate.
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Non Resource Expenses in P6 EPPM

Here you'll learn about non-resource expenditure and how to apply and manage expenses to your project. You'll be following along with the associated project where you can plan, pick, and assign expenses.

Primavera P6 EPPM V17 Fundamentals Non Resource Expenses in P6 EPPM

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Before we get started in this lesson, go ahead and open the project shown here and see if you can follow along.

In this lesson we're going to take a look at non-resource expenditure, otherwise known as expenses. This particular view is one I created for the resource assignments lesson but I'm going to utilize it here again and add in another column or two. I'll just click on the button just here through driver and spanner and I'm going to type in expense into the available columns at the top.

I'll take a planned expense cost and I will drop that over here, that's a baseline one, we don't need that. Now I'm going to add in planned expense costs, so if I click on that, hit the button to move it across and I'm just going to move it up a little bit as well. Click apply, to apply those changes to the view and I'm going to choose to save the view.

Okay, let's expand project plan and pick on an activity to assign some expense to. I'm going to click on steel work. Now down at the bottom of the page we've now got a different set of tabs and one of those is expenses so I'll click on that and see the different options that we've got. Okay, so here's the expense item and details tab and I'm going to add a new expense item in. Let's say it's hotel expenditure and I'll put that in there.

The next field is the expense category, now this is something t...

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