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Formatting, Printing and Reporting with Primavera P6 PPM

Packt via Coursera

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Overview

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This course takes you step-by-step through Primavera P6 PPM's key features for formatting, printing, and reporting. Starting with display customization, you will learn how to navigate the Project Window and format your data using progress lines, timescales, columns, and attachments. A hands-on workshop will guide you through formatting bar charts, ensuring your project visuals are clear and professional. Next, you will explore grouping, sorting, and filtering techniques, which are essential for organizing complex project data. Customizing layouts and applying filters will enhance your ability to focus on critical tasks, while practical workshops provide hands-on experience in managing large datasets. You’ll also learn how to create filters that make the activity critical path more visible, ensuring key project milestones are easily trackable. In the final section, you will delve into printing best practices, generating reports, and using Primavera’s Visualizer tool for schedule comparisons. The course covers web publishing of reports, ensuring you can effectively share project information with stakeholders. By the end, you’ll be fully equipped to generate high-quality, tailored reports and printouts that communicate project status with precision and clarity. Ideal for project managers, schedulers, and planners using Primavera P6 PPM to manage projects. Basic knowledge of Primavera P6 and project scheduling concepts is required.

Syllabus

  • Course Introduction
    • In this module, we will introduce the course, providing you with essential instructions for navigating the upcoming lessons. You'll also gain a clear understanding of how to format documents, manage printing options, and generate reports effectively. This foundational knowledge will set the stage for your learning journey.
  • Formatting the Display
    • In this module, we will explore various aspects of display formatting, starting with an introduction to the project window and forms. You’ll learn how to troubleshoot formatting bar issues and refine visual elements such as progress lines, columns, and timescales. A practical workshop will guide you through formatting a bar chart to solidify your skills.
  • Group, Sort and Layouts
    • In this module, we will cover essential strategies for organizing data, focusing on grouping and sorting methods to enhance workflow efficiency. You'll also learn how to create effective layouts that make your data more accessible. A hands-on workshop will guide you through the process of organizing project data using these techniques.
  • Filters
    • In this module, we will dive into the concept of filters and their importance in managing complex project data. You'll learn how to apply existing filters and create custom ones, with a special focus on enhancing critical path visibility. The module concludes with a practical workshop where you'll apply these filtering techniques to real-world scenarios.
  • Printing and Reports
    • In this module, we will cover the essential skills for printing and generating reports from your project data. You'll learn how to create professional outputs for both print and web, use the visualizer for schedule comparisons, and refine your reporting techniques. The module concludes with a hands-on workshop on printing project data effectively.
  • Other Methods Of Organizing Project Data
    • In this module, we will explore advanced methods of organizing project data, starting with project breakdown structures and activity codes. You'll learn how to use user-defined fields, manage resource and cost accounts, and work with assignment and role codes. A workshop will guide you through practical applications of activity codes and UDFs for efficient project management.
  • Global Change
    • In this module, we will introduce the powerful tool of global change, showing how to apply both simple and advanced modifications to multiple activities at once. You'll explore examples such as duration calculations and using temporary values to fine-tune project data. The module ends with a workshop where you will practice applying global changes in real-world scenarios.

Taught by

Packt

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