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Benefits of Conducting Primavera P6 Training at Your Facility

Benefits of Conducting Primavera P6 Training at Your Facility

Tell Me More…What Are The Benefits of Conducting Primavera P6 Training at Your Facility With A Global PM Instructor?

When learning something new—no matter the skill—it always helps if someone can coach you while you are on your own turf.

Conducting a Primavera P6 Training at your personal facility with a Global PM Instructor helps you achieve the hands-on training that will allow you to feel more comfortable with the new software in less time.

Students within the Primavera P6 Training should expect to gain an understanding of the principles of planning and scheduling, as well as a hands-on experience of building a Primavera P6 schedule from scratch.

Learning the knowledge associated with updating and monitoring the schedule, in addition to generating reports, will also be included in a training session local to your facility.

Why a Global PM?

Global PM is an Oracle Gold Partner of the Oracle Partner Network. All of Global PM’s Primavera software instructors are Oracle Primavera P6 Enterprise Project Portfolio Management Certified implementation specialists. This certification title may be a mouthful, but a certification like this requires the successful completion of rigorous testing in multiples categories, especially in the areas of Primavera P6 Enterprise Project Portfolio Management release 8 product knowledge and software implementation expertise.

Who better to show you the ropes than those individuals who are the top-rated experts within their field? Booking an instruction experience close to home is simply a no-brainer.

Curious what else will be covered in a course that is location-specific for your organization and/or facility?

  • An Introduction to Primavera P6
  • Primavera + The Project Management Life Cycle
  • Enterprise + Project-Specific Data
  • Log In Assistance
  • Creating + Viewing the EPS & OBS
  • Project Activities Explanations
  • Scheduling + Constraint Q & A
  • Roles, Resources, and Costs
  • Optimization
  • Baselining Project Plans

Learning information about Primavera from individuals who have the necessary experience to qualify as experts, while staying close to home, is simple. It’s a win-win.

Is It Possible To Integrate Primavera P6 and QuickBooks?

Is It Possible To Integrate Primavera P6 and QuickBooks?

(…you’re certainly hoping that answer is a “yes,” right?)

Many companies may find themselves at work with a variety of programs helping them get through their day-to-day office hours. Web applications can help employees log their hours worked via Primavera Timesheets and programs like QuickBooks are often popular choices for accounting purposes.

When trying to streamline operations and consolidate the information onto one single platform, the work can be time consuming and the data entered is often prone to small human error that could lead to costly effects.

For companies seeking solutions to the vicious cycle of needing to re-enter the data from Primavera Timesheets into QuickBooks Time Tracking System, they should consider the following solution.

The Timesheet Notes Web Application has been developed to allow employees to enter notes for their individual time spent working on certain activities or projects. Because myPrimavera has a custom web portlet feature built in to allow a plug-in of a web application, employees can access the Timesheet Notes Portlet directly when they login to their myPrimavera account.

A Java integration application was built to retrieve the recently added submitted timesheet notes and can automatically insert these updated records and notes into the QuickBooks Time Tracking system.

Streamlining tasks that can be time consuming and a drain on a company’s budget is a smart move, which increases your ROI when it comes to choosing Primavera in the first place. When it comes to correct versus incorrect data, the reality is no company wants to be working with logged hours or time sheets that don’t reflect the actual work of individual employees.

If your company is looking to implement a similar system, running the integration application is a simple one-click process. Any time a new timesheet needs to be transferred, the application can be run seamlessly.

The Top 5 Reasons To Achieve a PMI’s PMI-SP Certification

The Top 5 Reasons To Achieve a PMI’s PMI-SP Certification

If you are looking to launch your career to the next level, consider achieving a PMI Certification.

According to the Project Management Institute, those who have achieved this honor come in at high levels of recommendations for their peers. More than 88 percent of those who pursued a PMI certification would recommend the certification to one of their colleagues.

Why?

Here are the top 5 reasons:

1. Consider the credibility.

The credibility associated with earning a certification likes this is highly recognized and valued. For over 30 years, PMI has offered certifications that continue to show they are the indisputable leader in this industry, with considerable global recognition.

Backed by the Project Management Institute, you will join a network of other dedicated and proficientindividuals. This community of over half a million individuals who hail from over 180 different countries and across 6 separate continents will expand your network of colleagues significantly.

2. Consider the flexibility.

Within certain industries, seeking specific certifications can be constrained to that sole industry. Achieving a PMI certification does not limit your manner of practice or style. With the broad scope a PMI certification offers, you can continue to pursue your interests within a wide variety of methodologies, industries, or regions.

3. Get a leg up.

Having a PMI certification sets you apart from the pack. With a globally recognized certification like that from PMI, salaries can increase, career opportunitiesbecome available, and initial recognition can give you a leg up on your competition.

4. Relate to the world…better.

Relevance these days will continue to define what is of importance and what isn’t, especially when it comes to career-related qualifications. Certifications show that you are not only committed, but still relevant to the growing shifts and trends within the marketplace.

5. Commit to growth.

A commitment in yourself to seeking a professional growth will serve you well. As professions continue to evolve, with a PMI certification so will your own opportunities and advantages.

Attend Primavera P6 Training in Manhattan, New York

Attend Primavera P6 Training in Manhattan, New York

New York Training Announced: Attend Primavera P6 Training in Manhattan, New York (NOTE: Discount code included in text.)

An introductory-level course of Primavera P6 Training will be taking place on a variety of dates between the months of February, March, April, and May in 2018 near the easily-accessible Penn Station in Manhattan, New York.

This Global PM’s Primavera P6 training will be taught by Oracle Primavera P6 certified instructors who have experience in a wide variety of capacities within the Primavera P6 spectrum. If you are unable to make it into Manhattan for these selected dates of trainings, a virtual, instructor-led workshop will also be available in a remote fashion to be attended via the convenient location of your home or office.

When you sign up for the Primavera P6 Training happening in Manhattan, New York, this year, you should know that the P6 Guarantee will be included in the purchase of this training. A guarantee like this includes 60 days of follow-up support with your Primavera P6 Instructor.

Everything may make sense while you are following along during the training, but if questions arise once you have returned home to your workplace or your facility, know that you always have the option of the 60 day guarantee.

Another added benefit of signing up for a training like this one is the capability to take a complimentary refresher course within 6 months of your set course date.

Both the 60 day guarantee and the 6-month refresher course option are included with the training cost. There is no extra charge.

This course fee includes all training materials, software use, 60 days of instructor support follow-up, and a free refresher course within 6 months of the original course date (either virtual or in-person).

For a limited-time discount, enter Global100 for a $100 discount.

Using Resource Leveling in Primavera P6

Resource Leveling in Primavera P6

When it comes to situations within a project schedule that may look to be overloaded, in addition to the possibility of scarce resources, the Primavera P6 Resource Leveler function can be of the utmost importance.

What Is The Leveler Tool?

The Leveler tool helps do just what it says it can—it helps level out the scheduled activities in a way that reduces and/or eliminates any overloaded issues. The Leveler tool can be an asset within a single project or across a variety of projects.

The Leveler makes its “leveling” effect based on the parameters and priorities that have been defined at the activity or project level. When used effectively, the Leveler can be an indispensable tool for capacity planning, running “what if” scenarios, or helping make decisions related to the impact of resource over-allocation.

When you have over-allocated resources or supplies, this over-allocation will be visible as red bars above the line of limit.

Setting Up Priorities

When starting the leveling process, the first item on the agenda is to determine what the priorities are. These priorities can be set in stone at the project level, at the activity level, or on both, depending on the situation at hand.

In the Projects view of P6 Professional, you will find a column beneath the category of Columns dialog named “Project Leveling Priority.”

This is the area where you will be able to adjust and set a number against the projects indicating their priority. The lower the number, the higher the priority.

Activity Leveling Priority

Within the Activities view, Primavera P6 Professional provides an “Activity Leveling Priority” in the General category of the Columns dialog.

Again, here the priority rankings range from Top Priority to Lowest Priority.

If the presets are not appropriate for your project or activity, leveling the presets to your discretion is appropriate.

Using Roles in Primavera P6

Using Roles in Primavera P6

Managing projects and resources while maintaining a project’s timeline is at the heart of Primavera P6. Resource Management also includes the Resource Usage Profile which can help you view resources and roles within a specific project or across your entire organization’s enterprise. Using Roles in Primavera P6 is extremely beneficial in determining if there are enough resources or if you’ve over-allocated or underutilized.

Oracle Primavera P6 Software

Luckily, the Resource Usage Profile can also be used alongside the Role functionality in Primavera P6, which can help you take stock of whether or not you have the capacity to fill the various roles and responsibilities that will be required of projects that will be taking place in the future. “Role Limits” can help you make sense of your resources, just as it does for Resource Usage Profiles.

Roles belong to the project personnel job titles or the specific skills, but they do not take into account the individual who may fulfill that position. Instead, they are annotating the level of proficiency that is necessary to accomplish that job. Within Roles, there are Master, Expert, Skilled, Proficient, and Inexperienced. These can be temporarily assigned and then finalized later on.

In P6, you are able to create a set of roles that apply to the whole enterprise. For easier management, assigning purposes and to oversee how resources are utilized, Primavera P6 offers ways to organize roles in hierarchical manners or to define unique price per units to make sure you are creating strategy rooted in cost planning that makes the most sense.

Using Resource Codes in Primavera P6

Resource Codes in Primavera P6

Primavera P6 offers formats so Resource Codes can help you organize, group, sort, and filter data as they relate to the resources themselves and the data that surrounds these items of internet. Resource Codes in Primavera P6 also give you the option to group and sort within Resource Assignments and Resource Profile views to help you better understand how resources are being used and allocated throughout your organization and within a variety of projects and endeavors.

Oracle Primavera P6 Software

To create a Resource Code, follow these steps:

1. Click on Administer, Enterprise Data in the menu bar and choose Resource Codes
2. click on the Add Code icon.
3. Type in the New Resource Code name.
4. Click on the Add Code Value button, to add in a code value and a description. Keep in mind that you can add as many Code Values that you think will be necessary.
5. Click on Save in the resource code window to save your changes.

Keep this in mind, too:

Another tip that may come in handy when you are grouping and sorting Resource Codes is to use Resource Assignment layout where you can group and sort by resources and areas of responsibilities. Another feature is to use resource usage profiles which can also be grouped by Resource Codes. When you click on a supervisor’s name, for example, you will be able to see the limits and the resources used by this individual.

Why Pursuing the PMI Scheduling Professional (PMI-SP) Certification

PMI Scheduling Professional (PMI-SP) Certification

Pursuing the PMI Scheduling Professional (PMI-SP) Certification

Oracle Primavera P6 Software

Should You Do It? Why Pursuing the PMI Scheduling Professional (PMI-SP) Certification May Be the Right Thing For You.

The right tools and the use of the latest technology are not the only things that make a project schedule come to life. It takes the right person, with the kind of skill that comes from experience and knowledge. As more and more projects are launched into the cybersphere, having project schedules that can remain on task and unfolding in their agreed upon timeline is now more important than ever.

The Project Management Institute offers a professional credential when it comes to project schedulers called the PMI-SP® (PMI Scheduling Professional Certification), which will help you improve the management of project schedules. If you are someone who has fallen in love with professional scheduling, then receiving a professional scheduling credential from PMI will help you stand out from other project management certification examinations and development practices that are out there. Plus, when recruiters and hiring managers see your PMI-SP® experience, they will be eager to scoop you up and get you started on board their own team.

Prerequisites include a secondary degree, 5,000 hours of project scheduling experience, and 40 hours of project scheduling education or a four-year degree, 3,500 hours project scheduling experience, and 30 hours of project scheduling education. In order to gain your PMI-SP®, individuals will complete and pass a 170 multiple-choice question certification exam within 3.5 hours. To maintain your PMI-SP®, you must earn 30 professional development units (PDUs) every three years within project scheduling.

BI Publisher for Primavera P6

BI Publisher for Primavera P6

BI Publisher

Oracle Primavera P6 Software

Publisher for Primavera P6

When it comes to reporting, Oracle BI Publisher for Primavera P6 helps create the solutions people and projects need. Using BI Publisher for Primavera P6, you are able to author, manage, and deliver the necessary reports and documents in ways that are easier and much more efficient compared to other more traditional tools.

Before you get started, taking a minute and familiarizing the way that BI Publisher handles report will be necessary. P6, as you know, populates the list of reports from Report Definitions that come loaded from BI Publisher’s web services. When you need to create, edit, or modify a report, you will use BI Publisher and its tools.

BI Publisher requires documentation to be specific, which is why in regards to Data Models, writing should be in SQL queries and data templates. For parameters, include types Text, Menu, Date, and Boolean, work with the “List of Values,” and include different settings. Plus, give the template feature a try.

As you’re starting out, keep these steps in mind:

1. Login with BIP Security admin credentials and impersonate a P6 user.
2. Connect to the P6 EPPM Extended Schema with the PXRptUser.
3. You can add many other data sources for reports.

Note: When it comes to reporting, Oracle suggests using P6 EPPM Extended Schema database. The Primavera Data Warehouse is an optional add-on component to P6 EPPM, which supports Analytics, third-party reporting tools, off-line analysis, and the consolidation of P6 data into larger corporate data warehouses.

Why Having a PMI-SP Certification is Vital for Your Career

PMI-SP Certification

Microsoft Excel to Oracle Primavera P6

Oracle Primavera P6 Software

In the competitive market of project management it is important to stand out above the rest as well as to get acknowledged and financially supported with what you deserve. The best way to set yourself apart from other project managers, specifically as a scheduling professional, is by having a PMI-SP Certification.

Internationally Recognized
The PMI-SP certification is a globally recognized certification. This is important for many reasons. First, it gives you an internationally base present in any company you are working for. Second, this certification has an international base source of knowledge, which differs from most certifications in any field that are regionally or nationally based. Lastly, having a PMI-SP certification promotes a global way of thinking, giving one a different and more well rounded outlook on how to be a project manager.

PMI-SP Certification is Trusted
Having a PMI_SP certification gives one credibility. The PMI-SP Certification is not easy to obtain and requires that one has achieved experience and educational knowledge that is based on specific and well planned out guidelines that measure project managers experience through both education and professional practices.

Creates Confidence
PMI-SP is a certificate that supplies one knowledge, both educationally and professional. Because of this, one will have to be well rounded and have specific and necessary skills in order to obtain this certificate. A PMI-SP certificate holder will be confident in their expertise as well as having credibility that will be recognized in and out of the job site.

Importing and Exporting From Microsoft Excel to Oracle Primavera P6

Importing and Exporting From Microsoft Excel to Oracle Primavera P6

Importing and Exporting From Microsoft Excel

Microsoft Excel to Oracle Primavera P6

Oracle Primavera P6 Software


Microsoft Excel and Primavera P6 are two competing softwares for project management.This can become a problem. The issue can arise when a client who uses Microsoft Excel cannot access information because the project manager uses Primavera P6 or vice versa. Here is a step by step guide to importing and exporting important information, documents and or data from Microsoft Excel to Oracle Primavera P6.

How to Export From Microsoft to Primavera P6
1. Open projects from the Primavera P6 application. In the dropdown menu labeled File you will choose the “export” function.
2. When exporting it is important to make sure what one is exporting is appropriate with the system you are exporting to. To do this you will select the “Format” icon and choose the option that is compatible with the version of Microsoft that is being used.
3. Once you have exported your documents to the version of Microsoft that most compatible you will then have to choose “Microsoft Project” as the format for the file. You will then press the icon labeled “Next” which will take one to the screen for the export process.
4. Click the icon labeled “Export” for all the projects that are being exported.
5. Modify any changes that are needed. Once all the adjustments to the documents are finished press the “Next” icon.
6. After you checked your export settings click the “Finish” icon which will complete your task.

How to Import From Microsoft to Primavera P6
1. Open projects from Microsoft Excel.
2. Under “File” click the “Save As” icon.
3. When saving the document click “Save as type” which is a dropdown menu that will show “XML format.” Choose this and then click “Save.”
4. Go to Primavera P6 software and under “File” choose “Import” from the drop down menu.
5. A screen will pop up. This screen there will give you the option to select the import format. Select Microsoft Project XML. Then press the “Next” icon.
6. A new screen will pop up asking What Microsoft Project to import. Click the “Select” icon. This will bring all your files up that you have saved on your hard drive.
7. Select the project for import. Once selected click “Next” and then “Finish.”

After this the Microsoft Excel Project will download to Primavera P6 and the import will be complete.

Using Your Keyboard as a Shortcut for Oracle Primavera P6

Keyboard Shortcut for Oracle Primavera P6

Project Management Professional (PMP)

Oracle Primavera P6 Software


As a project manager one thing we always lack is time. Luckily, Primavera P6 understands this and has provided shortcuts in order to save you time. These shortcuts can be used for creating and editing projects, tasks, and assignments for easier accessibility. Here are some hot keys you can use for particular and common function done quickly with minimal effort.

Common Commands:

Open a new project – Ctrl N
New assignments are going to become part of the planning process in the beginning of any project. By having this hot key you can start new task while still have your other task open and readily available on your desktop.

Closing an opened project – Ctrl W

Open an existing project – Ctrl O
As a project manager all assignments and tasks are linked to a common project. With this in mind it is important to review past and existing projects to support the upcoming projects.

Printing Document – Ctrl P
Cut – Ctrl X
Paste – Ctrl V
Undo – Ctrl Z

Sometimes we edit our projects so much that we actually erase important artifacts. This is where the power of the undo function is, where it retraces important information that we ignorantly or mistakenly changed.
Select All – Ctrl A
Find – Ctrl F
Spell Check – F7

Spelling errors and grammatical errors can make your project look sloppy and careless. Using the spellcheck is a easy way to edit a document.
Schedule – F9
Replace – Ctrl R9
Refresh Current Screen – Ctrl F5

Menu Commands
File Menu – Alt F
Edit Menu – Alt E
View Menu – Alt V
Tools Menu – Alt T
Help Menu – Alt H

5 Advantages of the Oracle Primavera P6 Software

Advantages of Oracle Primavera P6 Software

Project Management Professional (PMP)

Oracle Primavera P6 Software


Oracle Primavera Software has a base of 430,000 customers in 175 countries. This software has revolutionized how project based industries engage, manage and communicate. Oracle Primavera P6 is understood to be a huge aid in supporting both small and large industries giving planners a cutting edge in how they deal with all aspects of their business. Here are some of the greatest advantages a company can have by using Oracle Primavera P6 software to their project based business.

Oracle Primavera Keeps a Project on Schedule:
The most important aspect of planning is creating a schedule. Sticking to a schedule will save time, money and other resources. This system not only assigns dates to project tasks but will also calculate when the project will be completed as well as how the tasks of the projects will need to be completed in order to stay on schedule.

Managing Resources:
Primavera P6 gives project managers a constant and consistently updated account on how resources are being used and allocated. Additionally, it will give a projection on how the resources will be used in the future. This knowledge will give project manager an idea on how to budget and inventory these resources.

Tracking:
Having a paper trail on how a project is going with data based evidence is necessary for project managers. By having this documentation, project managers can understand if the project is using its time and resources in the best possible ways. The tracking feature will provide layout on how all projects and assignments are completed, create reports and conform the consistent high quality of the project from beginning to end.

All Encompassing:
By using Primavera P6 you are creating a strong foundation for all your projects. This system gives you accounts based on the data that is organized, tracked, evaluated and analyzed in one system. Thus, anyone who would need to see how the project is being maintained will have visual accounts and documentation. Because of this project managers will make sure there will not be any violations or audits once the project is complete.

Breaks Down Big Projects into Small Manageable Task:
So many times project managers become overwhelmed with a project at hand creating unnecessary stress and frustration. Primavera P6 simplifies projects into smaller assignments with more attainable goals and tasks.

PMP Certification Exam Change: What to Expect?

Project Management Professional (PMP)

PMP Certification Exam


The Project Management Professional (PMP) is a job that is ever evolving. Due to it constantly changing, the PMP Certification exam also has to adjust and develop. The updated exam will take place on March 26, 2018. If you are taking it on/or March of the upcoming year you will have to study from the 6th edition PMBOK® Guide. But what are the major changes and how can you best prepare for the changes of the PMP exam?

Role Of Project Manager: There is a new chapter of the book that gives guidance to project managers on how to effectively direct their projects.

Knowledge Areas: There is a more extensive look into project integration management focusing on a new process termed manage project knowledge. Manage project knowledge is creating a strategy where what is learned is spread through all facets of the organization.

Project Scope Management: Little has changed in this section, though there is more emphasis on the partnership between business analysis and the project manager.

Project Quality Management: Perform quality assurance has changed to manage quality. This transition was done because most businesses and organizations lack quality assurance in the project but rather it is part of the operations in another department.

Change In Names: There are two sections in the book that are renamed. Project time management is now Schedule Management, where the author of this books argues that one cannot manage time. Project Human Resource Management is now named Project Resource Management, arguing that there is other resources than just that of humans.

Communications: There has been stress to define communications in the context of artifacts rather than dialogue.

Project Risk Management: Risk is being more generalized in the 6th addition compared to prior additions. Furthermore, the authors added a new risk response approach called Escalate.
Project Procurement Management: This section of the book got a facelift and has more of a global approach where before it was more regional focusing on North America.

What is a level of effort activity in Primavera P6?

Oracle Primavera P6

Effort Activity in Primavera P6

Level of Effort Activity Overview

The Level of Effort Activity in Primavera P6 is a type of special activity that has a duration that is not entered by a user. Rather, it is based on the dates calculated by the successors and predecessors (and their durations) in a particular path. Primavera P6 will calculate a summary / Level of Effort (LOE) activity.

Level of Effort Activity in Primavera P6

We all know that Level of Effort Activity has been designed for the representation of work on different projects. It is the type of work that does not contributed to the results of the project but it summarizes work progress. Some of the Level of Effort Activity in Primavera P6 examples are:

• Maintenance of equipment
• Safety Meetings


• Customer / contractor meetings

 

Problem: I don’t see my LOE activity bar in the Gantt Chart! 

The main reason this happens is that the Level of Effort bars do not display by default. To fix this, right click on your Gantt Chart, and choose Bars. Then ‘Display’ the following bars:

Question: Is the LOE critical? 

No, it is merely a summary of a network within your project schedule. It may summarize a critical path though!

Question: How do I tie my LOE in (with logic)?

The short answer is.. Most people link it in a Start to Start relationship with the first activity in that network and a Finish to Finish with the last activity.

Have questions?

Please contact us at Global PM at any time! We would love to help.