
Primavera Software Sales Training and Consulting

A SAR Associates Company


Project Management in Primavera P6 Rel. 6.2
Hands-on P6 training and scheduling in Primavera P6. Participants gain a thorough background in the concepts of planning and scheduling. Scheduling techniques are covered. The course leads you through workshops that create and track an entire project to completion. All workshops and instruction use the three basic elements of project management: schedule, resource and costs.
Day 1 Navigating • Managing Multiple Projects • Creating a Project • Creating a WBS • Adding Activities
Day 2 Documents Library • Relationships • Scheduling • Constraints • Formatting • Roles and Resources
Day 3 Assigning Resources and Costs • Analyzing Resources • Optimizing the Plan • Baselining the Plan • Execution and Control • Reporting • Building a Project Web Site
Course level: Basic
Audiences: Business Analysts, End Users, Functional Implementers, Project Managers
NOTE: This is a standard, software functionality-based class. Industry specific offerings/examples are not included in standard classes. 19.5 PDUs and 1.95 CEUs.
Course Descriptions for Primavera Training
Here you will find course descriptions and links for enrolling in Primavera training classes. All of the courses for P6 training , Contractor training, and P3 training are listed here. Select a course in the drop-down box and GO! We will shift to P7 in May or June, so please consider that if you are planning ahead.
Advanced Project Management in Primavera P6
This course provides hands-on advanced training for Primavera’s client/server based application (P6). This is an aggressive course that expands the basics from Primavera Project Management in P6 and gives current users a more in depth look at the software. Many of the lessons aid the project office in determining how to setup calendars, user fields, global data items, and much more!
Day 1 Project Creation • Activity and Project Codes • Calendars • User Fields and
Global Change
• Portfolios • Advanced Scheduling • Thresholds and Issues
• Importing and Exporting Data
• Advanced Resource Analysis • Duration
Types • Calculating Percent Complete • Earned Value
Day 2 Project Architect • Cost Accounts • Advanced Scheduling • Activity Calculations
• Leveling
Resources • Updating Baselines • Risk Management • Tracking Layouts
• Claim Digger • Top-Down
Estimating
Course level: Advanced Prerequisite: Advanced Project Management in Primavera P6
Audience: Business Analysts, End Users, Functional Implementers, Project Managers
NOTE: This is a standard, software functionality-based class. Industry specific offerings/examples are not included in standard classes. 13 PDUs and 1.3 CEUs
Course Price: $895 (USD


Planning and Scheduling in Primavera Project Planner (P3)
Getting started with Primavera Project Planner through P3 training. Participants will gain a thorough background in the concepts of planning and scheduling while learning P3.
Day 1 Project Fundamentals • Coding Structures • Calendars • Adding Activities • Defining Relationships
Day 2 Calculating the Schedule • Constraints • Customizing Layouts
Day 3 Managing Resources and Costs • Creating the Target Plan • Updating the Schedule
• Producing
Effective Output
Course level: Basic
Audience: P3 users
NOTE: This is a standard, software functionality-based class. Industry specific offerings/examples are not included in standard classes. Register for this class.

Resource & Cost Analysis with Primavera Project Planner (P3)
This one-day course follows P3 training and enables you to take full advantage of driving resources, resource curves, hierarchical resources, resource profiles/tables and resource leveling. Learn resource calendars for planning and control and Rich Text Format reports for status reporting.
Day 1 Controlling and Managing Resources • Resource Calendars • Resource Leveling
Course level: Advanced Prerequisite: Planning and Scheduling in Primavera Project Planner (P3)
Audience: P3 users

Managing Project Data with P3 (Primavera Project Planner)
This one-day course follows P3 training and takes you beyond the fundamentals of scheduling a project by transferring project data through copy and paste, storing and retrieving fragnets, and using import and export. In addition, global change, and custom data items will be used to modify activity data.
Day 1 Building a Project • Customizing Project Data • Enhancing Layouts
Course level: Advanced Prerequisite: Planning and Scheduling in Primavera Project Planner (P3)
Audience: P3 users


Project Management in Primavera P6 Web Access Rel. 6.2
P6 training using Primavera’s web-based application. Participants receive an overview of project management concepts, assign resources and analyze portfolios. You will also customize the user workspace and use the workspace to collaborate with team members, manage documents and initiate a project request.
Day 1 Primavera Modules • Customize the Personal Workspace • Project Management
Life Cycle
• Enterprise Project Structure • Creating a Project • Customizing
the Project Workspace and
Workgroup
Day 2 Create a Work Breakdown Structure • Adding Activities • Creating Relationships
• Schedule the
Project • Assign Constraints • Assign Resources
Day 3 Optimize the Project Plan • Execute the Project Plan • Analyze the Project
Plan • Initiate a
Project Request • Manage Documents • Creating and Analyzing
Portfolios
Course level: Basic - 19.5 PDUs and 1.95 CEUs
Audience: Program Managers, Project Managers, Planners/Schedulers
NOTE: This is a standard, software functionality-based class. Industry specific offerings/examples are not included in standard classes.

This P6 training course provides guidance on setting up enterprise data in P6 Client/Server and P6 Web, including the creation of calendars, project codes, activity codes, and resource codes. P6 Administration also covers setting up users and security.
Day 1 Creating Calendars • Defining Codes • User Access • Manage Security • Summarizing Project Data and Running Job Services • User-defined Fields and Global Change • Financial Periods • Defining Cost Accounts • Web Administration
Course level: Advanced • Prerequisite: Project Management in Primavera P6 - 6.5 PDUs and .65 CEUs
Audience: Project Managers, End Users, Analysts, Functional Implementer
Resource Management in Primavera P6 Rel. 6.2
This P6 training course provides in-depth resource management training in Primavera P6. The course covers advanced topics in managing resource allocation, future-period bucket planning and resource leveling.
Day 1 Creating Resources and Roles • Assigning Cost Accounts • Analyzing Resources
and Roles
• Manually Allocating Resources
Day 2 Using Bucket Planning • Leveling Resources • Resource Reporting
Course level: Advanced • Prerequisite: Project Management in Primavera P6 - 13 PDUs and 1.3 CEUs
Audience: Project Managers, End Users, Analysts, Functional Implementer

Managing Contracts in Primavera Contract Manager
Hands on training for Primavera Contract Manager. During this three day class participants learn project cost control and document management.
Day 1 Setting up the Company Directory • Costing Fundamentals • Contracts • Issues
Day 2 Tracking and Logging Submittals • Letters, RFIs and Telephone Records • Tracking
Drawings
• Safety
Day 3 Change Management • Daily Reports and Meeting Minutes • Requisitions • Control Center
Course level: Basic
Audience: Contract and Project Administrators, Contract Managers, Project Controls Managers

Introduction to Primavera SureTrak Project Manager
This course provides a comprehensive overview of SureTrak Project Manager for Windows. It examines how to use SureTrak for project planning, scheduling, control and analysis
Day 1 Creating a Project • Calendars • Activity Codes • Scheduling • Modifying the Schedule
Day 2 Managing Resources • Creating the Target Plan • Tracking Progress • Layouts
and Filters
• Reporting Project Information
Course level:Basic
Audience: Project Managers, End Users, Analysts, Functional Implementers
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Dallas |
Houston |
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July |
19-21 |
19-21 26-28 |
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August |
23-25 |
16-18 23-25 |
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Sep |
20-22 |
20-22 |
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Oct |
18-20 |
18-20 |
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Nov |
15-17 |
15-17 |
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Dec |
13-15 |
13-15 |
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Dallas |
Houston |
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July |
22-23 |
22-23 29-30 |
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August |
26-27 |
28-29 26-27 |
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Sep |
23-24 |
23-24 |
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Oct |
21-22 |
21-22 |
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Nov |
19-20 |
19-20 |
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Dec |
16-17 |
16-17 |
Migrating from P3 to Primavera P6
This course provides hands-on P6 training for users moving from P3 (Primavera Project Planner). It enables users to adapt to the new features and details how basic tasks in P3 are executed in P6.
Day 1 Navigating • Menus and Terminology • Project Creation • Activities • Calendars
• Formatting and
Schedule Data • User Fields and Global Change • Roles
and Resources
Day 2 Assigning Roles • Assigning Resources and Costs • Analyzing Resources • Duration
Types
• Calculating Percent Complete • Baselining • Updating the Project
• Printing Layouts • Tips
Course level: Advanced Prerequisite: P3 and SureTrak Users
Targeted role: Program Managers, Project Managers, Administrators, Planners/Schedulers
Additional audiences: Business Analysts, End Users, Functional Implementers
NOTE: This is a standard, software functionality-based class. Industry specific offerings/examples are not included in standard classes. Register for this class.
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Dallas |
Houston |
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July |
20-21 |
12-13 |
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August |
3-4 |
30-31 |
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Sep |
3-4 |
1-2 |
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Oct |
28-29 |
12-13 |
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Nov |
24-25 |
28-29 |
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Dec |
14-15 |
10-11 |
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Dallas |
Houston |
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July |
12-14 |
12-14 |
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Aug |
2-4 |
13-15 |
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Sep |
13-15 |
1-3 |
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Oct |
4-6 |
5-7 |
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Nov |
1-3 |
4-6 |
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Dec |
6-8 |
6-8 |
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Dallas |
Houston |
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July |
15 |
15 |
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August |
5 |
16 |
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Sep |
16 |
4 |
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Oct |
7 |
8 |
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Nov |
4 |
7 |
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Dec |
9 |
9 |
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Dallas |
Houston |
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July |
16 |
16 |
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August |
6 |
16 |
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Sep |
17 |
5 |
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Oct |
8 |
9 |
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Nov |
5 |
8 |
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Dec |
10 |
10 |
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Dallas |
Houston |
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July |
28-29 |
28-29 |
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August |
10-12 |
10-12 |
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Sep |
Call |
Call |
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Oct |
Call |
Call |
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Nov |
Call |
Call |
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Dec |
Call |
Call |
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Dallas |
Houston |
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July |
22-23 |
22-23 |
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August |
26-27 |
26-27 |
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Sep |
10-11 |
10-11 |
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Oct |
14-15 |
14-15 |
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Nov |
27-28 |
27-28 |
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Dec |
1-2 |
24-25 |
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Dallas |
Houston |
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July |
Call |
Call |
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August |
Call |
Call |
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Sep |
Call |
Call |
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Oct |
Call |
Call |
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Nov |
Call |
Call |
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Dec |
Call |
Call |
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Dallas |
Houston |
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July |
8-9 |
8-9 |
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August |
12-13 |
12-13 |
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Sep |
Call |
Call |
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Oct |
Call |
Call |
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Nov |
Call |
Call |
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Dec |
Call |
Call |
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Dallas |
Houston |
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July |
2-3 |
27-28 |
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August |
10-11 |
10-11 |
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Sep |
1-2 |
30-1 |
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Oct |
25-26 |
2-3 |
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Nov |
6-7 |
25-26 |
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Dec |
13-14 |
13-14 |

Managing Projects in Primavera Contractor Rel. 6
This course provides P6 training using Contractor - the Primavera standalone application. This course examines project planning, scheduling, controlling and analyzing projects in an application that incorporates many of the features of P6.
Day 1 Navigating • Creating a Project and WBS • Creating Activities • Creating Relationships
• Scheduling • Applying Constraints
Day 2 Adding Resources • Optimizing the Project Plan • Baselining the Project •
Executinjg the Project
Plan • Creating Output • Customizing Projects
Course level: Basic
Targeted role: Program Managers, Project Managers, Planners/Schedulers
Additional audiences: Business Analysts, End Users, Functional Implementers
NOTE: This is a standard, software functionality-based class. Industry specific offerings/examples are not included in standard classes.
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Dallas |
Houston |
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July |
26-27 |
26-27 |
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August |
8-9 |
8-9 |
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Sep |
27-27 |
27-27 |
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Oct |
11-12 |
11-12 |
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Nov |
8-9 |
17-18 |
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Dec |
7-8 |
14-15 |
Select a Course and click GO!

Project Risk Management in Primavera Pertmaster Rel. 8.2
This course provides training for Primavera’s Risk Management solution. Participants gain a thorough background in the basic concepts of risk management. This three days class leads you through examples of specific risk modeling techniques and provides a lab-style workshop on the third day to allow students to apply the learned techniques.
Day 1 Basic Schedule and Cost Risk Analysis Theory • Risk Methodology • Schedule Review • Using Three Point Estimates for Activities • Running a Quantitative Risk Analysis • Understanding Results
Day 2 Understanding Project Drivers • Introduction to the the Risk Register • Integration with Primavera and Microsoft Project • Cost & Resource Uncertainty • Risk Assessment Templating • Correlation
Day 3 Probalistic Branching • Risk Register • Response Planning (Cost/Benefit Analysis • Workshop • Applying Risk Analysis Techniques
Suggested Prerequisites: Fundamental Project Management Knowledge
Audience: Business Analysts, End Users, Functional Implementers, Project Managers
19.5 PDUs, 1.95 CEUs
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Dallas |
Houston |
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July |
Call |
Call |
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August |
Call |
Call |
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Sep |
Call |
Call |
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Oct |
Call |
Call |
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Nov |
Call |
Call |
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Dec |
Call |
Call |

Portfolio Management in Primavera P6 Web Access Rel. 6.2
This course provides hands-on training on managing portfolios in P6 Web Access. Topics include creating a portfolio, viewing and analyzing portfolio performance, creating portfolio views, capacity planning, waterline analysis and managing issues and risks. A case study reinforces new skills and functionality.
Day 1 Select a Portfolio • Create a Portfolio • Set Preferences • Review Performance Thresholds • View Return on Investment • Viewing and Customizing the Gannt Chart • Create a Portfolio View • View Waterline Analysis • Create a Scenario • View Capacity Planning • Viewing Issues • Create a Risk
Audience: Business Analysts, Project Managers, Functional Implementers, End Users
6.5 PDUs, .65 CEUs
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Dallas |
Houston |
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July |
Call |
Call |
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August |
Call |
Call |
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Sep |
Call |
Call |
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Oct |
Call |
Call |
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Nov |
Call |
Call |
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Dec |
Call |
Call |

Resource Management in Primavera P6 Web Access Rel. 6.2
This course provides hands-on training on in P6 Web, focusing on resource management. Participants gain a thorough background in the concepts of resource management by adding a resource to the enterprise resource pool, planning for resource needs in future projects, staffing resources on current projects and managing resources to endure they are fully utilized. Topics include creating resource teams, executing long-range resource planning, staffing resource requests, manage allocation, assess staffing needs and administering the resource pool
Day 1 Administering the Resource Pool • Create Resource Teams • Create Role Teams • Resource Planning • Managing Allocation • Staffing Resource Requests
Audience: Business Analysts, Project Managers, Functional Implementers, End Users
6.5 PDUs, .65 CEUs
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Dallas |
Houston |
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July |
Call |
Call |
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August |
Call |
Call |
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Sep |
Call |
Call |
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Oct |
Call |
Call |
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Nov |
Call |
Call |
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Dec |
Call |
Call |