Primavera P6 Project Planning & Scheduling: Your First Lesson!

1. Course Introduction: Hello and welcome. My name is Beshara. I have several years of project management expedience who fought on the IT and telecom projects in private and government sectors. If you had another book or have no experience working with watercolor parameter, there are B6 because you feel that it's complicated, then this is the course for you. After finishing this course, you will feel comfortable using the basic functions of the article parameter that are basics professional. First, we will start by creating the new project. We'll create the work breakdown structure and we will setup calendar for our project. I will discuss an air, the project activities and we'll create the relationships as needed. Then I will go through the procedure, creating the resources and assign these resources accordingly. After this, we will learn to create the project expenses. Also, I will discuss about setting up and assigning the project baseline. Finally, we'll discuss about maintaining products, schedule, activities, monitoring, and printing project reports. This course is ideal for the students having no knowledge and absolute beginners in handling the Oracle Primavera P6. This course is not for the students who have some knowledge or experience already in the Oracle Primavera P6. So if you are ready, then let's start the course today. 2. Creating Project in Oracle Primavera P6: Welcome. In this very first lecture, we'll learn the procedure to create outposts project In the article primer that are B6 professional. Please note that most of the time the EPS is created by the parameter up B6 system administrator in your company. I assume that it's created there already. If not, you can contact your primary therapies, S6 system administrators. Germany in the brand owner up B6 professional. Eps can be created easily through the enterprise menu by selecting the enterprise project structure option there. Okay, so let's start and create our project. Now. Let's click on the File menu from the top. I will select the new option here. As you see, the new project wizard is opened here. Now, I will select the EPS through the select EPS option is its enterprise, which is already created by V4 in the parameter of B6 professional. Now, let's select our assigned burden and the right side of the window. And I will click next the project ID as BG. The product name. Type the product name as repeating the project budget. And I'm going to select Next. We can mention the project start and finish date here. Let's leave it as before. At this time. Also, I'll be leaving other options such as responsible manager and rape type as defaults. Now, I'll click on Finish and you see the new project is appearing under the EPS core enterprise. Now, I will select the project by clicking on the product ID, VGC to repo. And as you see in the big Daily Farm below. Here, I'll click on the Data tab. I didn't mention fifth febrile as the plant started. I believe the anticipated start and finish dates as before. This time. That's it. We have created our first project in the parameter of the six professional already. In our next lesson, we'll certainly calendar for the newly created product. See you in the next lesson. 3. Lets Create Project Calendar: Welcome In this lesson of our task is to create a calendar and assign it to our new project accordingly. Any calendar, we can define the available work hours for each calendar day, such as holidays, working and non-working days. Resource vacation days. From the main menu, select Enterprise. And I will click here on the calendar option. As you see the calendar windows opened here already, we need to select the project radio button. Since we are going to apply calendar dollar project. I will click on Arab burden. Let's select Template from the global Canada's. I'm going to select five days Worksheet Template. Let's click Add and a new calendar is showing the already under their calendar name. I'm going to rename it as a BG Z22, five days per week. I will click on the Modify button. At the top, I will select detailed work hours, part a. I'm going to click on Work V contract side. Here. I'll make sure that such a day Sunday is holiday. My timing for all the other days is 04:00 PM, eight hours a day, every day. After select OK button and closing this middle, the calendar named BG Z22, five days per week is created for my project already. Now let's apply this calendar. We can click on our project name, then. The detailed form below. Let's click on Default span. Here in the calendars option. Let's confirm if the newly created Belinda is applied already. There's a double this lesson. Now, let's move to our next topic now. 4. How We Create Project Work Break Down Structure (WBS): We have created and assign the calendar to our project already. Our next step is to create the work breakdown structure, or WBS. Wbs means that will break down our project work into sections. Eq on the project from the top menu. Then I will select WBS option. As you see, it's opening up the WBS window in front of us, which is showing the project name that has start and finish dates displaying in the gerund chart area. Next, we need to write most Click on the WBS name. Then click Add. New WBS name is appearing on the screen. Now, let's create two more in a similar way. Please note that for now, we'll keep it simple and will limit ourselves to the three WBS suddenly. Okay, so next, let's double-click on the first WBS name. I will rename the first WBS as phase one estimate costs. Second WBS element as phase to plan Contingency. The loss. And the third WBS as phase three get approval. If you see we have created all twbs elements require if needed, we can sort them out by clicking on the WBS ID in ascending or descending order. In our next lesson, we'll add the project activities under each WBS element. There circle. This lesson. Let's move to our next lesson now. 5. Adding Project Activities in Primavera P6 Database: This lesson, we will create the project activities under the WBS elements that we have created in the previous lecture. Let us say we have three phases in our project. The phase one and phase two. Each WBS element have three activities respectively. While the last phase, phase three, we have two activities created under it. That means our project comprises of total eight activities only. And in other to create the project activities, please note that we have to switch to the activities window. Now, for this from the main menu, let's select the activities option from the project menu. I will right mouse click here on the phase one estimate cost. And then I will click on the arrow option to add the activities here. As you know, in this phase, I will add three activities for now. After this. And let's rename the activities to estimate cost activity one. Estimate cost activity to phase two planning. Similarly, we can add three activities by right mouse click the second WBS element. Phase to land contingency. Then I will rename these activities plan contingency activity. Plan contingency activity for phase three planning. Next, let us add activities for our WBS element. In a similar fashion, we will rename the activities as get approval activity. Get approval activity is six. Now as you see, we have defined all other project activities under each WBS category as needed. That's it for this lecture. Let's move to our next lesson now. 6. Defining Activities Relationships: We created our project activities before. And now, let's define the relationship between these projects activities that we have created earlier. First, I will click on the activity that I want to assign a predecessor activity. As you see in this case, I will click on the estimate cost activity to after. Let's click on the Assign button in the details from below. In this window, Let's select estimated cost activity one. And let's click on the Plus burden for assigning this activity as a predecessor of the estimate cost activity to. As you see here, that the finish to start relationship is already appeared in the detail from below. Now again, it's similar way I will click on the face to planning and assign, estimate cost activity to as a predecessor to the selected activity. Then I will click on the plan Contingency duty and assign the phase two planning as a predecessor. Now, I will click on the plan contingency activity for. I will assign the plan contingency activity as a predecessor to this activity. Next, I will click on the phase three planning. And I will assign plan contingency activity for as a predecessor to this activity. Now, for the activities in the phase three, I will click on the get approval activity five. And we'll assign the phase three planning as a predecessor to this activity. Lastly, I will click on the category level, activities six, and I will assign get approval activity five as a predecessor to this activity. Since we have defined the relationship between all the project activities already. Our next step is to schedule these activities in the grandmother of the six professional. For this, I will a blip on the Tools menu from the top. And I need to select the schedule option here. As you see, immediately after this would see the finish to start relationship between our project activities, the Gantt chart area. Normally this is how we can always define any type of relationship, such as finish to start, finish to finish, start to start, start to finish between our project activities as needed. That circle of this lecture. Let's move to our next lesson now. 7. Adding Resources in Primavera P6 Professional: This lecture will learn to add resources toward project schedule. These projects resources can be in the form of material, labor or nonliving resources. And after, will learn to assign these resources to the different project tasks. Let's start from the top menu. I will select on the enterprise and click on the Resources option. As you see, that will open up the resources window in front of us. And after right mouse click. And then I am going to select Add option to add resources to the resources database. Here, I will enter Resource ID as BJT zeros 01, resource name as preparing project budget. In fact, that is our project name. Now I'm going to select resource type has labor. Then in the Details tab below, I will change the default units per time as eight hours per day. And remaining settings I will keep as defaults. Next, I will add resources under preparing project budget. Let us add to labor resources under preparing project budget for now. Now, let's right-click on this. And I will modify the resource IDs as JC and GM respectively. Now, we can type the resource name, can be any names such as Chaco and Maria. Then the detailed step, I've achieved 34 unit per time to eight hours per day. This is the procedure that we use to add the sources to the project resources database and the parameter a P6. The next video, we'll learn to assign these resources to our project activities as needed. 8. Lets Assign Resources to Project Activities: In our previous lesson, we have learned the procedure to create resources for other projects. Now, we'll see that how these resources can be assigned to the activities in our project schedule. Now, to complete this task, let's click on Open Project Menu. From the top. Here I will click on activities option. And as you see, it will open up the activities window in front of us. But now we have to make sure and select the activity that we want to assign the resource. And after, in the dictate form below, we're going to use the resources tab for resources assignment. Now I will click on the estimate boss activity one, that is our first activity. And after, in the bottom, under Resources tab, I will select Add Resource button here. It is opening up a new window here. Now, I will assign Jacob to our first project activity by clicking the plus icon on the right. Then I will click on estimate cost activity to the Sources tab, I will select Add Resource button. Similarly, again, I will assign Jacob to our second project activity by clicking the plus sign icon on the right. As you see, we have assigned as a resource guard Jacob, activity one and activity two already. Similar way, I will assign Jacob to other activities in phase two and phase three, except to activities that are accord, phase to planning and phase three planning. Since the required resource for these two activities is malaria. So that's why I will assign Maria for planning phase and planning phase three. In a similar way. This is how we assign resources to project activities in the primary route V6 professional. 9. Handling Project Expenses: Previously, we have already learned the procedure to create and assign resources to the project activities in primary that are B6 professional. Now in this lesson, we are going to learn the procedure to assign expenses to a certain activity. For this project activities window, Let's select the activity called Facebook planning. After the detailed form, we will select the expenses tab here. Now, let's click on the Add button to add new expenses item. We'll click once more to add another one. We have to rename the first item as boarding and lodging and the second one as car rental expenses. Now, in the budget cost field, we can enter the budget available for every activity. In our case. Let us assume that the budget available for boarding and lodging is US dollars two thousand and forgotten rental. It is one hundred, ten hundred dollars. Let's update these expenses here. Let us say the actual cost for the boarding and lodging is $1500. Actual cost for the garden is $700 only. Now, if we update these values in the actual costs. If you can observe that the remaining cost is automatically updated by the parameter that are B6 software. Please note there, we can also view the various costs, such as labor, non-labeled material, or total costs and expenses details can also be seen and observed in the summary tab if needed. That's it for this lesson. See you in the next lecture. 10. Create and Assign Project Baseline: This lesson, we're going to learn the procedure that we can use to create and assign a certain baseline to our projects. For this, I will click on the project from the top menu. Here, I'm going to click on the maintain baseline option. As you see, the maintain baseline window is already displaying our project name here. Now, I need to click on the Add button on the right side and add new baseline window is appearing here. We will confirm, save a copy of the current project as a new baseline. And after, I will click on the Okay button, we can see that the newly created baseline B1 has appeared in the baseline name. I will select Baseline die as a management sign-up baseline. After, Let's press Close button on the right side now, since our project baseline is ready. So our next step is to assign this newly created baseline to our project. Now, I will select the project from the top menu. Here. I'm going to click on the assigned baseline option. I will select project baseline as our newly created baseline. And similarly, I will select building project budget be one option. The primary and the user baselines. Then we'll click on the Okay button. Now, if you observe this in the Gantt chart area, and you see that in new blue bar has appeared under each project activity, which is actually showing the project baseline that we have assigned to our project already. The setup of this lecture. Let's move to our next lesson now. 11. Learning to Update & Maintain Project Schedule: In the last lecture, we have learned the procedure to enter the related expenses to other project activities when using Oracle Primavera P6 professional. Now in this lesson, we are going to learn the procedure that we can use to update the status of our schedule. And we can keep other projects at duties up-to-date accordingly. As you know that once a project work is in progress and it is very important there, we should maintain and update double project activities on regular basis. Now to update our project schedule activities, It's status on regular basis. First, we need to be in the activities window. The activities window can be opened using the project manual from the top. From here, we can open the activities window if not opened already, by selecting the activities option. After, we need to select the particular activity for which the status update is required. Now, in our case, let's select the activity called face to planning. Now, the detailed form below, we'll click on the status tab. As you see under this heading. We can update the status of each project activity here. For example, when the activity was started, when it was finished, the expected finish date, duration. But simply it's complete, etc. Here we can update and maintain all other project activities status according to our project requirements. Now, please note that we must update the project progress regularly and entered a start and date as well as expected finished date of every project activity here in the status tab. That suitable this lecture. Let's move to our next lesson now. 12. Activities Monitoring in Primavera P6: Let's understand the procedure that we can use to report on the project activities in the article Primavera P6 professional. So let's click on the product. From the main menu. I will select the activities option here. And it's opening up the activities window. Now, I haven't rightmost click anywhere in the activities window and select the filters option. As you see it's opening the Filters window in front of us. Let's say in other projects, Scheduled, guard, campaigning, project budget. If we want to show and see all the activities that has constraints, they find. This. The select field, I will, mark has started constraint, has finished constraint options in the filter window. And after, I will click on OK button. As you see, it's displaying all the activities that has constrained B, find the project schedule. Similarly, if we want to see all the milestone activities in our schedule and then I will mark the milestone option in the select column. Once we click OK button. As you see it displayed all the bytes for an activity in other projects Scheduled. The similar manner. We can also report and display the project activities that are not started In Progress have completed already. Also, we can define our own fear does as part of a product recall adverts as needed. The right side of the fetus window. We can utilize the new button for this purpose. If we can click on the New button, opening up the new filter window here. In this window, we can define our new filter name and add the specific area using the egg button on the right side. As part of our project needs. Please note that we have various filters that have defined already by default in the article Primavera P6, such as completing critical activities in progress and not started activities, etc. If you don't find the period that you're looking for, then you always have the choice to define your own filters as described earlier. This lecture. Let's move on the next lesson. 13. Printing Reports: Predicting reports is easy and Oracle Primavera P6 professional. Let's click on the File menu from the top. And here I'm going to select the preview option. As you can see here. It has open the print preview window in front of us. Now, if you need to do some adjustments, the page margin, header or footer sections up your layout. And the upper-left corner. Select feed setup Eigen to accomplish these tasks. As you see here, that by selecting the page and margin dyads, we have the option to select page orientation, paper size, and margin settings as needed. I have the options to select header and footer tags. Modifying the section settings. Once the required changes are made. Then we can click OK button. On the right side, apply the changes through our Leo per branding options. We can change the star and end dates. Activity table, chart settings if needed. Once the setup is complete and we're opinion with all the settings, then we can click on rigged icon on the upper left, god sent the layoff or predict. This is how we can drink the reports and Oracle Primavera P6 professional. 14. Thank You!: Okay, great. We have covered all the basic but important concept usually required to create your project schedule using the article from other OB six professional. Now, in order to make your learning experience better, please feel free to come and if you have any. And I'm sure you enjoyed learning with me, I hope to see you in my next project management course in the near future. Happy learning and thank you for joining me in.