The Enterprise Project Structure (EPS) provides the framework for organizing and securing projects within the Primavera P6 database.  Together, the EPS and Organizational Breakdown Structure (OBS) serve as the backbone for organizing projects and securing data within Primavera.  What is the best way to configure the EPS and OBS?  How can you be sure that projects are secure yet accessible to the right users?  During this one day workshop, our team will help you to make important decisions that affect EPS and OBS design.  We will work with you to design and configure these critical structures in a manner that is best suited to organize and secure projects within your Primavera P6 database.  

The following tasks are included within the scope of this item:

• Training Lesson P6-Admin-01:  Defining the Enterprise Project Structure (EPS)

          - Understanding the EPS         
          - Defining EPS nodes
          - Assigning a Responsible Manager to EPS nodes

• Training Lesson P6-Admin-02:  Defining the Organizational Breakdown Structure (OBS)
  - Understanding the OBS         
  - Defining OBS elements
  - Assigning OBS elements to EPS & WBS nodes

• Conduct EPS & OBS Configuration Workshop
  

          - Determine customer requirements for project security and organization
          - Assist customer with configuration of EPS
          - Assist customer with configuration of OBS

Calendars perform a vital function within Primavera P6.  Calendars are used to coordinate the timing of work and determine the availability of resources.  For many organizations, creating standardized calendar definitions is often overlooked.  As a result, calendars are poorly defined, confused and misused.  What is the difference between a Global Calendar and a Project Calendar?  What are Resource Calendars and when should they be used?  Which calendar should be designated as the "Default" calendar and why does it matter?  

Lack of definition and discipline around the use of calendars results in schedules that are uncertain and resources that are unavailable.  Without proper definition and guidance, your calendars dictionary can become infested with meaningless data.  During this one day workshop, we will help you to define a standardized set of calendars that can be used on your projects for years to come.

The following tasks are included within the scope of this item:

• Training Lesson P6-Admin-03:  Creating Calendars
  

          - Understanding global, project, and resource calendars           
          - Specifying the global default calendar
          - Creating a new project calendar 
          - Defining worktime and nonworktime
          - Specifying the number of work hours for each time period

• Conduct Calendars Configuration Workshop
  

          - Determine customer requirements for global calendars
          - Determine customer requirements for project calendars
          - Determine customer requirements for resource calendars
          - Assist customer with configuration of global calendars
          - Assist customer with configuration of project calendars
          - Assist customer with configuration of resource calendars

For many organizations, Primavera P6 is a mission-critical application.  Therefore, it is important to select the right hardware and technical architecture for your environment.  Our Primavera installation experts have years of experience installing Primavera solutions for companies throughout the industry.  Our team of professionals can assess your current technical environment and recommend the hardware, database technology and web application servers that are best suited for your needs.


The following tasks are included within the scope of this item:

• Training Class:  Primavera P6 Technical Architecture

          - Lesson 01:  Overview of Primavera P6 Architecture
          - Lesson 02:  Supported Configurations for Databases, Servers and Applications
          - Lesson 03:  Sizing Your Primavera Database
          - Lesson 04:  Best Practices & Lessons Learned 

• Technical Assessment

          - Assess Existing Technical Environment
          - Assess Existing Hardware

• Technical Recommendations

          - Document Database Operating System Recommendations
          - Document Database Sizing Recommendations
          - Document Web Server Recommendations
          - Document Client & Browser Recommendations

It is important to install Primavera correctly and on the first try.  Our Primavera professionals will minimize installation time and accelerate your path to a problem-free environment.  Our Primavera installation experts will ensure that your solution is stable, reliable and properly installed. 

Installation time assumes 1 database server and 1 web application server.  Installation times may vary and are dependent upon the unique hardware and architecture requirements of each customer.  Installation of end-user desktop client application not included within the scope of this item.

The following tasks are included within the scope of this item:

• Primavera EPPM Database

         - Installation
         - Technical Configuration
         - Validation

• Primavera EPPM Application & Web Server
  

         - Installation
         - Technical Configuration
         - Validation

Layouts and views are powerful tools within Primavera used to format, present and print project information.  Do you have existing layouts or views that you rely upon within Microsoft Project, SureTrak, Primavera P3 or Excel?  Our team of experts can quickly configure the grouping, sorting and filtering options required to produce the output that you need. 


The following tasks are included within the scope of this item:

• Training Lesson P6-102-08:  Formatting Schedule Data (Working with Layouts)

          - Creating a Layout
          - Selecting Layout Columns
          - Grouping Activity Data
          - Sorting Activity Data
          - Filtering Activity Data

• Conduct Layouts or Views Configuration Workshop

          - Assess customer's existing layouts or views (where available)
          - Determine requirements for new layouts or views
          - Assist customer with configuration of new layouts or views

Activity codes and user defined fields serve as the foundation for creating layouts and generating project reports.  What fields should be designated as activity codes?  What fields should be created as user defined fields?  Which activity codes should be designated as secure and why does it matter?  Our team can guide you to these answers.  During this workshop, our team will help you to establish activity codes and user defined fields needed to support the reporting requirements of your organization and your customers.

The following tasks are included within the scope of this item:

• Training Lesson P6-301-04:  Defining Global Activity Codes

          - Defining Activity Codes
          - Creating Values for Activity Codes
          - Designating a Secure Code

• Training Lesson P6-301-05:  User Defined Fields & Global Change

          - Understanding User Defined Fields
          - Creating User Defined Fields
          - Defining Global Change Parameters
          - Run Global Change to Populate User Defined Fields

• Activity Codes & User Defined Fields Configuration Workshop

         - Evaluate customer requirements for activity codes
         - Evaluate customer requirements for user defined fields
         - Assist customer with creation of activity codes
         - Assist customer with creation of user defined fields