Understanding Project Management o Why use Project Management? o Your Role in the Organization o Project Management Process Overview o Planning, Controlling and managing Projects
Quick Tour Getting Started Selecting a Language The Workspace What is a Layout? Customizing Displays Sample Layouts Using Wizards
Defining Administrative Preferences and Categories Defining Default Settings Defining Standard Categories and Values Defining Currencies
Setting User Preferences Formatting Time Units Formatting Dates Setting Vies Currency and Symbols Setting Mail Preferences Implementing Wizards Creating a Log of Tasks and setting startup, Group and sort, and column options
Changing your password Setting Profile and Spreadsheet Data Options Setting Calculation Options for Resource and Role Assignments Selecting Startup Filters
Part 2: Structuring Projects Setting Up the Enterprise Project Structure o Enterprise Project Structure Overview o Setting Up the Enterprise Project Structure o Adding a New Project to the Enterprise Project Structure o Using a Project Architect o Working with the Enterprise Project Structure o Defining Enterprise Project Structure Details
Setting Up the Organizational Breakdown Structure o The OBS o Viewing an OBS o Setting Up an OBS o Editing OBS Elements Defining Resources and Rules o Resources Overview o Viewing & Adding Resources o Defining Resource Shifts o Defining & Assigning Resources Codes & Values o Setting up Roles o Assigning Roles to Resources o Defining Resources Curves Reviewing Work Breakdown Structures o The WBS o Viewing a WBS o Grouping by WBS Path o Adding WBS Elements and Assigning Properties o Using WBS Milestones
o Assigning WBS category Values o Defining Earned Value Setting for Specific WBS Elements o Assigning Estimation Weights to WBS Elements
Defining Budgets o Top- Down Budgeting o Establishing Budgets o Establishing a Monthly Spending Plan o Tracking Budget Changes o Establishing Funding o Tracking & Analyzing Budgets
Establishing Project Codes o Defining & Assigning Project Codes o Grouping, Summarizing and Filtering by Codes
Working with Custom User Fields o Creating User-Defined Fields o Working with User-Defined Fields o Working with Indicators
Creating Calendars o Adding Calendars o Modifying Calendars
Part 3: Implementing the Schedule Establishing Activity Codes o Creating Activity codes and values o Grouping and summarizing by codes
Working with Activities o Activities Overview o Adding activities o Defining General activity information o Define Schedule information o Establishing relationships o Displaying activity details fro assignments o Assigning Resources and Roles o Assigning Resources Curves to resource or role assignment o Assigning activity codes and adding expenses o Viewing activity feedback and posting resources notes o Assigning work products and documents o Adding Steps o Creating and assigning activity step templates o Viewing Activity Summaries o Viewing contract management documents o Using Global Change
Working with Cost Accounts and Project Expenses o Cost Account and Expense overview o Setting Up a Cost Account Structure o Adding Expense and Entering Cost Information o Analyzing Costs
Performing Top-Down Estimation o Performing Top-down Estimation o Applying Saved top-down estimation to a project
Par 4: Updating and Managing the Schedule Managing Baselines o Creating and Maintaining Baselines o Assigning Baselines to Projects o Comparing Current and Baseline Schedules o Updating Baselines
Updating, Scheduling, and Leveling o The Update Process o Choosing a Method a Updating o Highlighting Activities for Updating o Updating Progress for spotlighted activities o Estimating Progress Automatically o Updating Using Timesheets o Updating Activities Manually o Interrupting Activities Progress o Applying Actual o Storing Period Performance (Past Period Actual) o Scheduling Projects o Leveling Resources o Recalculating Resources and Role Assignment Costs o Managing Resources Assignment
Summarizing Projects o Setting Summarization Options o Summarizing Project Data
Project Issue and Thresholds o Adding Issues o Assigning Tracking Layouts to Issues o Using the Issue Navigator o Adding Thresholds o Threshold Parameter Definitions o Monitoring Thresholds o Assigning Tracking Layouts to Thresholds
Managing Risks o Adding Risks o Calculating Exposure Values o Calculating a Risks Impact o Creating and Deleting the risk types
o Customizing Risk Layouts
Maintaining A projects Document Library o Viewing a Document Library and adding/deleting with project products and documents o Specifying Document Location Reference o Assigning with Products and Documents
Tracking Projects o Creating Tracking Layouts o Working with Tracking Layouts o Customizing Tracking Layouts o Grouping, Sorting and filtering Data in Tracking Layouts
Comparing Projects with Claim Digger o Claim Digger Overview o Comparing Projects/ Baseline o Checking in Projects
Part 5: Customizing Projects Working with Layouts o Layouts Types o Creating, opening, saving layouts o Exporting and importing layouts o Copying and pasting, resource spreadsheet data to MS Excel
Grouping, Sorting and Filtering Data o Grouping Data o Sorting Data o Filtering Data
Customizing Layouts o Modifying Columns o Adjusting the timescale o Formatting Gantt Charts o Formatting Activity Network Layouts o Modifying Resource & Activity Usage Profile Settings
Customizing Reports o Reports Overview o Opening Reports o Creating and Modifying reports o Using the report editor o Adding Data Sources and Rows to Reports o Adding Text Cell to Reports o Sorting Report Data Sources o Customizing a Report with the Report Editor: an example o Using Report Groups o Setting up Batch Reports
Printing Layouts & Reports o Define Page Settings o Previewing Layouts and reports o Printing layouts and reports o Publishing Layouts and reports in HTML format
Publishing a Project on the World Wide Web o Project Website Overview o Publishing a Project Website o Customizing the appearance of the project website o Publishing activity and tracking layouts
Linking the project management module with primavera expedition