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EVMS and Project Management Training
Primavera (P6) Scheduling in the Earned Value Environment 16-Hour


  • Workshop overview and objectives
  • Discussion of Workshop Structure and Methodology

Schedule Development Process

  • The 9 Steps for Schedule Development
  • Source Material for Schedule Development

Part 1 – Hands-On P6

Workshop Files

  • Agenda and overview of P6 schedules used in Part 1

Laying the Groundwork

  • Definitions
  • P6 Use Interface
  • P6 Navigation
  • Toolbars, icons, help in P6
  • Setting P6 User Preferences and Options

Hierarchical Structures

  • Enterprise Project Structure (EPS)
  • Organizational Breakdown Structure (OBS)
  • Work Breakdown Structure (WBS)

Creating Hierarchical Structures and Projects in P6

  • Enterprise Project Structure (EPS)
  • Organizational Breakdown Structure (OBS)
  • Work Breakdown Structure (WBS)
  • Creating new projects

Project Layouts and Settings in P6

  • Modifying and saving project layouts
  • Project detail settings


  • Overview – how calendars impact the schedule
  • Standard workweek
  • Building, modifying and assigning calendars in P6

Network Fundamentals

  • Precedence Diagramming Method (PDM)
  • Activities & Milestones
  • Activity Names and IDs
  • Adding Activities & Milestones in P6
  • Activity Durations in P6

Activity Layouts and Settings in P6

  • Modifying and saving activity layouts
  • Displaying and Modifying Activity Details
  • Customizing the Gantt chart

More P6 navigation and functions

  • File, View, Project, Enterprise. and Tool menus
  • Keyboard shortcuts
  • Function keys  

Code, Filter, Group, and Sort

  • Overview
  • Project Codes in P6
  • Activity Codes in P6
  • User Defined Fields (UDFs) in P6
  • Filtering, Grouping, and Sorting in P6

Activity Relationships

  • Relationship Types
  • Forward Pass Calculations
  • Backward Pass Calculations
  • Relationships in P6

Critical Path Method

  • Definitions & Fundamentals
  • Total Float
  • Free Float
  • Calculating Total Float and Free Float in PDM
  • Critical Path in PDM
  • Critical Path methodology in P6
  • Critical path analysis in P6

Project Modeling Techniques

  • Lags, leads and constraints overview
  • Adding and modifying lags, leads and constraints in P6
  • Templates

UDFs and Global Changes

  • Overview of UDFs and Global Changes
  • Creating UDFs in P6
  • Instructor demonstration of Global Change


  • Definition and Discussion of Resources
  • Activity Type and Duration Type
  • Adding resources in P6
  • Assigning resources in P6
  • Resource Analysis in P6
  • Resource Profiles in P6

Baselining a project

  • Definition of Baseline
  • Creating the Baseline in P6
  • Attaching, maintaining, and displaying baselines in P6
  • Displaying baseline bars in the Gantt chart

Statusing a project

  • Statusing overview: Completed, in-progress and future activities
  • Data Date in P6
  • Step-by-step schedule update process in P6
  • Critical path analysis

Additional Topics (provided to attendees in PDF, but only covered by instructor if time permits):


  • Import Process
  • Export Process

Reporting & Analysis

  • Charts
  • Diagrams
  • Reports

Part 2 – The Earned Value Environment (Integrated Master Schedule)

Earned Value Refresher

  • Planned Value
  • Earned Value
  • Actual Cost
  • The Place of the Schedule in a Complete Project Management System

The Example Project

  • Project Statement of Work
  • The WBS
  • The Transmission design Control Account
  • Control Account Work Authorization

IMS Requirements

  • DI-MGMT-81861 and DI-MGMT-81861B
  • Requirements for Structures
  • Requirements for the Integrated Master Plan (IMP) and Milestones
  • Requirements for Attributes
  • The Compliance Matrix

Critical Path Method in the EV Environment

  • Overview of methodology for finding the Critical Path and Driving Path
  • Locating and Coding two Critical Paths in the P6 Example Project
  • Negative Float

Schedule Traceability

  • Horizontal Traceability
  • Vertical Traceability
  • Hands-on analysis in the P6 example project

WBS/Milestones/EVM Structures

  • WBS
  • WBS Dictionary
  • Categories of Milestones
  • Elements of Cost
  • Statement of Work
  • Hands-on analysis in the P6 example project

Integrated Master Schedule (IMS) Data Fields

  • Requirements
  • Codes
  • Compliance Matrix
  • Data Dictionary
  • Custom Fields
  • Schedule Visibility Task (SVT)
  • Schedule Margin
  • Hands-on analysis in the P6 example project

Project Status Analysis

  • Hands-on Analysis of Initial Status in the P6 Example Project
  • Hands-on Analysis of Second Status in the P6 Example Project

Forecasting the Estimate-to-Complete (ETC) in the IMS

  • Best Practice Forecasting
  • Remaining Duration and Remaining Labor
  • Hands-on analysis in the P6 Example Project

Best Scheduling Practices & Schedule Health Analysis

  • PASEG GASP – Generally Accepted Scheduling Principals
  • DECM tests for Schedule Health – Relationships, Durations, Float and more

Additional Topics (provided to attendees in PDF, but not covered by the instructor):

  • DCMA 14-Point Schedule Health
  • CEI – Current Execution Index
  • Schedule Risk Assessment
  • IMS Review


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