Course Overview
The Primavera P6 Advanced Training Course is designed for project team leads and managers with basic P6 knowledge who want to use it to run projects, project coordinators and other team members responsible for critical project aspects that require intervention through the application, professionals who will be involved in P6‑run projects and need to intervene in the project management process, senior management who need to understand P6’s usefulness and the benefits of advanced training, and any professional seeking practical experience and advanced P6 knowledge across construction, engineering, government, infrastructure, and multi‑project environments. A case study on planning and scheduling government housing blocks in Bhopal, India, using Primavera P6 showed that creating an Enterprise Project Structure (EPS), detailed WBS, and logic‑linked schedule in P6 helped identify reasons for delay and improve planning, monitoring, and control for large infrastructure projects, and this course’s coverage of EPS, OBS, WBS, activity networks, and portfolio views enables organizations to achieve similar benefits such as consistent structures, clearer critical paths, and stronger schedule control across complex or multi‑building programs.
The curriculum covers implementation strategy (setting goals and business objectives, defining roles and responsibilities, developing strategy, assessing needs, communicating the plan), implementation process (data structures in P6 EPPM including EPS, resource and role hierarchy, WBS, OBS, project/activity/resource codes, calendars, connecting data structures), structuring projects, setting up EPS (overview, configuring preferences, creating project templates), implementing the schedule (creating activities, activity networks, types, views, WBS summaries, grouping and sorting, owners, resources, roles, expenses, duration, constraints, relationships, risks, budgets, activity codes, Gantt charts), managing the schedule (baselines, critical path, schedule preview, resource levelling, actuals, summary data, issues, documents, workflow, risks, team status updates), P6 overview (user experience customization, page printing), managing project portfolios (portfolio views, scenarios, what‑if analysis, capacity planning), reports (usage, scheduling, running, publication), and importing/exporting data to provide comprehensive coverage of EPS configuration, resource levelling, and portfolio optimization.
Why This Course Is Required?
Structured project planning and delay identification are critical because the Bhopal housing case study showed that creating an EPS, detailed WBS, and logic‑linked schedule in P6 helped identify reasons for delay and improve planning, monitoring, and control for large infrastructure projects, and this course teaches EPS, OBS, WBS, activity networks, and portfolio views so organizations achieve consistent structures, clearer critical paths, and stronger schedule control across complex programs. Portfolio optimization and cost reduction also demand specialized knowledge: a portfolio‑management study on multiple building projects using Primavera P6 EPPM to create portfolios, optimize schedules, and arrange monthly spending plans achieved approximately 6 percent schedule optimization and 2.9 percent cost reduction across the portfolio, and by teaching advanced features such as portfolio views, what‑if scenarios, capacity planning, and cross‑project resource levelling, this course helps organizations use P6 not only at the project level but also to optimize entire portfolios of construction or engineering work.
Primavera P6 professionals must master EPS and WBS fundamentals (configuring project preferences, creating project templates, establishing activity codes, understanding user‑defined fields), comprehensive scheduling frameworks (creating activities, understanding activity networks and types, establishing relationships, baselines, critical path analysis, resource levelling), and portfolio management methods (portfolio views, scenarios, what‑if analysis, capacity planning, cross‑project resource allocation) to achieve superior delay identification and planning control, enhanced schedule optimization and cost reduction, improved resource utilization and workload balancing, and competitive advantage through disciplined OBS structures, Gantt chart development, actuals tracking, risk management, and continuous reporting and data import‑export protocols.
Research demonstrates that planners who can build complete logic‑linked schedules in P6 using EPS, WBS, activity relationships, and Gantt charts gain much better visibility of float and critical activities, allowing them to re‑sequence work and mitigate delay risks, and by practicing schedule implementation, baselining, and updating in this course, participants strengthen their ability to defend schedules in reviews and claims and to keep complex builds on track. The multi‑building portfolio study further demonstrates that engineers and planners who can work with P6 portfolios, budgets, and monthly spending plans contribute directly to both time and cost optimization at the portfolio level, and this course’s coverage of portfolio views, what‑if analysis, and reporting helps professionals move from single‑project scheduling roles into higher‑impact portfolio‑planning or PMO positions. Resource‑levelling research notes that P6’s levelling tools help reduce over‑ and under‑utilization, lower overtime, and balance workloads, which directly improves labor productivity and reduces cost and risk, and by learning advanced levelling options such as levelling priorities, float preservation, and cross‑project levelling, participants become more effective in resource‑management and planning roles where they must keep scarce crews and equipment productive without burnout.
Course Objectives
Upon successful completion, participants will have demonstrated mastery of:
- Gaining a detailed understanding of each Primavera P6 stage and feature across the project life cycle
- Confidently configuring, updating, and controlling projects in Primavera P6 to support real‑world delivery
- Using Primavera P6 reports, layouts, and analytics to monitor performance and support decision‑making
- Training colleagues and teams to apply Primavera P6 effectively and consistently across projects and portfolios
- Leveraging advanced Primavera P6 capabilities to reduce turnaround time and improve schedule reliability and project quality
- Configure and maintain enterprise data structures in Primavera P6 (EPS, OBS, WBS, roles, resources, calendars, and codes) so that complex or multi‑project environments follow consistent standards and expose clear critical paths.
- Build and control fully logic‑linked schedules with baselines, critical‑path analysis, and resource leveling to identify delay drivers, rebalance workloads, and improve schedule adherence and labor productivity.
- Use Primavera P6 portfolio views, what‑if scenarios, and capacity‑planning features to optimize project portfolios, align monthly spend with budgets, and achieve measurable time and cost improvements across multiple projects.
Master Primavera P6 advanced excellence and drive project scheduling and portfolio optimization success. Enroll today to become a Certified Primavera P6 Advanced Professional!
Training Methodology
This interactive Primavera P6 Advanced Certification Training program comprises the following training methods:
The training framework includes:
- Lectures
- Seminars and presentations
- Group discussions
- Assignments
- Case studies and functional exercises
- Workshops developing EPS configuration and WBS structuring skills
- Hands-on exercises practicing resource levelling and portfolio analysis
- Practical demonstrations with baseline establishment scenarios and what-if analysis techniques
- Trainee participation encouraged through group assignments and competitions
- Trainees given chance to operate software and run sample project through it for practical experience
This immersive approach fosters practical skill development and real-world application of Primavera P6 principles through comprehensive coverage of EPS configuration, resource levelling, and portfolio optimization with emphasis on measurable schedule control and cost reduction and resource productivity.
This program follows the Do-Review-Learn-Apply model with experienced trainer conducting lectures and delivering training content using simple-yet-attractive audio-visual presentations for retention, course content for each session being reviewed to ensure relevance to professional backgrounds of training audience, creating a structured learning journey that transforms traditional scheduling approaches into professional Primavera P6 advanced excellence.
Who Should Attend?
This Primavera P6 Advanced Certification Training Course is designed for:
- Project team leads and managers with basic and fundamental knowledge of Primavera P6 and who would like to use it to run project
- Project coordinators and other members of project management team responsible for or involved in some critical aspects of project that may require intervention through application
- Other professionals and stakeholders involved in projects or driving projects within their teams or organizations who would be involved in Primavera P6-run project at some point in time and would be required to intervene and continue project management process within application
- Senior management of organization who need to understand usefulness of Primavera P6 and see benefit of advanced training for project management using Primavera P6
- Any other professional who would like to gain practical experience and advanced knowledge about Primavera P6
- Planning engineers
- Schedulers
- Portfolio managers
- PMO professionals
- Professionals seeking Primavera P6 advanced certification
Organizational Benefits
Organizations implementing Primavera P6 advanced training will benefit through:
- Significantly enhanced delay identification and planning control through comprehensive training delivering measurable returns where case study on planning and scheduling two blocks of government housing project in Bhopal India using Primavera P6 showing creating Enterprise Project Structure EPS and detailed WBS and logic-linked schedule in P6 helped identify reasons for delay and improve planning and monitoring and control for large infrastructure projects with course’s coverage of EPS and OBS and WBS and activity networks exactly what training teaches
- Better schedule optimization and cost reduction through portfolio-management study on multiple building projects using Primavera P6 EPPM to create portfolio of projects and optimize schedules and arrange monthly spending plans achieving about 6 percent schedule optimization and 2.9 percent cost reduction across portfolio with by teaching advanced features such as portfolio views and what-if scenarios and capacity planning as organizational benefits highlighted in training
- Improved resource productivity and workload balancing through research on effective resource-levelling techniques using Primavera P6 finding levelling can reduce idle time and balance workloads in construction projects by up to 12 percent of total labor cost while also improving quality and safety by relieving peak-period pressure validating course content
- Strengthened competitive advantage through comprehensive understanding of EPS structures, resource levelling, portfolio optimization, and critical path analysis that enable superior Primavera P6 advanced excellence
Studies show that organizations implementing comprehensive Primavera P6 advanced training achieve significantly enhanced delivery outcomes as research confirms systematic resource leveling reducing resource-related delays by 15-20 percent more than projects that do not use resource leveling with benefits in terms of time being translated into cost savings in terms of overhead costs and optimal utilization of resources, better organizational outcomes through portfolio evidence demonstrating portfolio analysis in P6 yielding around 6 percent schedule improvement and 2.9 percent cost reduction illustrating how advanced portfolio and reporting features can improve both time and cost performance across program of work, and improved competitive positioning as resource levelling approach reduces financing costs by 5-8 percent due to better correspondence of spending to financing while organizations benefit from optimal use of Primavera P6 for managing complex and critical projects simultaneously, higher quality of delivery because of seamless and transparent project planning and execution, optimal use of all functionalities and features of application because of well-educated staff to run and manage software, effective use of reports and other data-heavy inputs to be able to make correct decisions at strategic level, multiple projects running simultaneously and without any major issues, easily available data for immediate reference and perusal for making decisions related to project, better risk management and greater investments and eventually significant growth, structured and planned approach to project management to ensure on-time and within-budget and objective-aligned project completion, and increased efficiency and productivity of product managers and all those involved in execution and closure of project.
Empower your organization with Primavera P6 advanced expertise. Enroll your team today and see the transformation in scheduling control and portfolio optimization!
Personal Benefits
Professionals implementing Primavera P6 advanced training will benefit through:
- Deeper understanding of complete schedule visibility and delay mitigation through Bhopal housing case study showing planners who can build complete logic-linked schedules in P6 using EPS and WBS and activity relationships and Gantt charts gaining much better visibility of float and critical activities allowing them to re-sequence work and mitigate delay risks with by practicing schedule implementation and baselining and updating in course participants strengthening their ability to defend schedules in reviews and claims and to keep complex builds on track
- Enhanced portfolio planning and PMO advancement through multi-building portfolio study demonstrating engineers and planners who can work with P6 portfolios and budgets and monthly spending plans contributing directly to both time and cost optimization at portfolio level with course coverage of portfolio views and what-if analysis and reporting building these skills helping professionals move from single-project scheduling roles into higher-impact portfolio-planning or PMO positions
- Stronger resource management and productivity optimization through resource-levelling paper noting P6’s levelling tools help reduce over- and under-utilization and lower overtime and balance workloads which directly improves labor productivity and reduces cost and risk with by learning advanced levelling options such as levelling priorities and float preservation and cross-project levelling participants becoming more effective in resource-management and planning roles
- Advanced expertise in EPS configuration, activity networks, and what-if scenarios
- Enhanced career prospects and marketability in Primavera P6 scheduling, portfolio management, resource planning, and PMO leadership sectors with professionals gaining skills in critical path analysis, baseline management, and strategic planning
- Ability to gain adequate knowledge and understanding of all stages and phases of Primavera P6
- Skills to achieve increased ability to handle complex and large projects with ease because of assistance provided by software
- Knowledge to develop increased confidence and knowledge to train others on using application
- Capability to gain enhanced skill and capability to optimally utilize application to resolve teething issues and challenges preventing them from negatively impacting project
- Understanding to achieve increased efficiency and productivity because of faster implementation and greater automation through application
- Expertise to develop better decision-making skills because of readily available data required for making critical decisions in limited amount of time
- Proficiency to gain enhanced skill to successfully handle and manage multiple projects delivering them within time and budget limits thus demonstrating potential and fostering career growth and progression
- Recognition for increased ability and knowledge to make use of various features in application to make data readily available and without much effort
Course Outline
The Primavera P6 Advanced Certification course covers the following topics related to advanced use of Primavera P6 Rel. 8.3:
Module 1 – Implementation Strategy
- Setting goals and business objectives
- Defining and understanding roles and responsibilities
- Developing an implementation strategy
- Assessing needs
- Communicating the plan
- Aligning Primavera P6 implementation with organizational project management processes
- Defining standards for EPS, WBS, calendars, and codes before rollout
- Establishing governance for global data structures and user permissions
Module 2 – Implementation Process
- Data structures in P6 EPPM
- Enterprise project structure
- Resource and role hierarchy
- Work breakdown structure (WBS)
- Organisational breakdown structure (OBS)
- Project, activity, resource codes
- Calendars
- Connecting data structures
- Designing EPS to reflect programs, portfolios, and business units
- Building reusable role and resource hierarchies for multi‑project use
- Standardizing coding structures to support reporting and portfolio analysis
Module 3 – Structuring Projects
- Process overview
- Setting up OBS and WBS
- Defining roles and resources
- Establishing project codes
- Understanding user-defined fields
- Understanding calendars
- Creating consistent WBS templates for similar project types
- Using user‑defined fields to capture key commercial or contractual data
- Configuring project and global calendars for realistic working patterns
Module 4 – Setting Up the Enterprise Project Structure (EPS)
- Overview of EPS
- Configuring project preferences
- Working with/Creating project templates
- Grouping projects in EPS for program and portfolio reporting
- Setting default preferences for new projects (calendars, settings, layouts)
- Using templates to speed setup and enforce scheduling standards
Module 5 – Implementing the Schedule
- Working with/Creating activities
- Understanding the following:
- Activity networks
- Activity types
- Activity views
- Activity table
- WBS summary activities
- Grouping and sorting
- Activity owners, resources, roles, feedback, expenses, duration, constraints, issues, notebooks, relationships, risks, budgets, cost accounts, expenses
- Establishing activity codes
- Working with/Creating Gantt charts
- Building complete logic‑linked networks with appropriate relationships and lags
- Selecting the right activity types for level of effort, milestones, and tasks
- Using activity codes and layouts to analyze critical path and float quickly
Module 6 – Managing the Schedule
- Baselines
- Critical path activities
- Schedule preview
- Resource levelling
- Actuals feature
- Summary data
- Issue codes/forms
- Documents
- Workflow
- Risks
- Team member status updates
- Creating and maintaining multiple baselines for comparison and claims
- Running schedule calculations and reviewing critical and near‑critical paths
- Applying resource leveling options while protecting key milestones and float
Module 7 – P6 Overview
- User experience customisation
- Page printing using P6 print tools
- Page printing using web browser
- Configuring personal and global layouts, filters, and groupings
- Saving and sharing layouts for common reporting needs
- Exporting views for management presentations and review meetings
Module 8 – Managing Project Portfolios
- Portfolio views and scenarios
- What‑if analysis
- Capacity planning
- Building portfolios to group related projects for analysis and reporting
- Running what‑if scenarios on dates, budgets, and priorities
- Using capacity planning to balance demand against available resources
Module 9 – Reports
- Usage
- Scheduling
- Running
- Publication and reporting
- Configuring tabular and graphical reports for schedule, cost, and resources
- Scheduling automated report runs and email distribution
- Aligning P6 reports with organizational KPIs and dashboard needs
Module 10 – Importing/Exporting Data
- Importing activities
- Import template for importing activities
- Importing locations
- Import template for importing locations
- Exporting projects to Excel
- Exporting activities to Excel
- Exporting risk data and report lists
- Using import templates to load large work packages and updates efficiently
- Validating imported data to protect coding, calendars, and logic
- Leveraging exports for offline analysis, dashboards, and stakeholder reporting
Real World Examples
Government housing project – Bhopal, India
Implementation: A case study on a government housing project in Bhopal, India, used Primavera P6 to plan and schedule two blocks, develop a full WBS and logic networks, and analyze delays across government infrastructure operations. P6 enabled detailed Gantt charts, critical‑path identification, and resource assignment, helping the project team monitor progress against baseline and demonstrating how systematic P6 use improves planning, monitoring, and control exactly the kind of advanced scheduling work this course trains for.
Results: Creating an EPS, detailed WBS, and logic‑linked schedule in P6 helped identify reasons for delay, establishing diagnostic capability and improving planning, monitoring, and control for large infrastructure projects. The case shows that planners who can build complete logic‑linked schedules in P6 using EPS, WBS, activity relationships, and Gantt charts gain much better visibility of float and critical activities, allowing them to re‑sequence work and mitigate delay risks, and by practicing schedule implementation, baselining, and updating in this course, participants strengthen their ability to defend schedules in reviews and claims and to keep complex builds on track.
Multiple building projects – portfolio optimization with P6 EPPM
Implementation: A study on multiple building projects used Primavera P6 EPPM to build project baselines, calculate project‑wise budgets, prepare monthly spending plans, and then assemble a portfolio for optimization across four commercial and institutional buildings. Portfolio analysis in P6 yielded approximately 6 percent schedule improvement and 2.9 percent cost reduction, illustrating how advanced portfolio and reporting features taught in this course can improve both time and cost performance across a program of work.
Results: Optimization of planning and scheduling methods achieved a 6 percent schedule improvement and 2.9 percent cost variation after portfolio‑level analysis, and engineers and planners who can work with P6 portfolios, budgets, and monthly spending plans contribute directly to both time and cost optimization at the portfolio level, with this course’s coverage of portfolio views, what‑if analysis, and reporting helping professionals move from single‑project scheduling roles into higher‑impact portfolio‑planning or PMO positions. The portfolio approach also raises cash flow planning, allowing overall expenditure visibility that assists in arranging required capital even before issues arise, facilitating progression without delay, and enabling bulk procurement and centralized warehousing that reduce costs systematic portfolio optimization that enables superior schedule improvement, enhanced cost reduction through portfolio‑level analysis and bulk procurement, and improved cash flow management through overall portfolio expenditure visibility in multiple building operations.
Be inspired by leading Primavera P6 advanced achievements. Register now to build the skills your organization needs for scheduling excellence and portfolio optimization!
