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Oracle Primavera P6 EPPM


This course provides hands-on training for Primavera P6 enterprise project portfolio management (EPPM) web solution. Topics include high level portfolio view analysis, capacity planning analysis, check the project health status, update the progress information using Team Member application and advanced web-based techniques.

course details
  • In-person: 2 Days – 16 hours
  • Online: 3 Sessions – 9 hours
EnglishDISS Certificate
 *Please notify us if an interpretation is required 
course benefits/progression opportunities
Course objectives

Oracle’s Primavera P6 Enterprise Project Portfolio Management is the most powerful, robust and easy-to-use solution for prioritizing, planning, managing and evaluating projects, programs and portfolios. Oracle’s Primavera P6 EPPM is a cloud based Software As a Service solution backed by a global network of Oracle Project Portfolio Management professionals and the assured security, scalability, performance and support from one of the world’s largest cloud vendors. It provides a 100% web based, solution for managing projects of any size, adapts to varying levels of complexity across projects and intelligently scales to meet the needs of all roles, functions, or skill levels in your organization and on your project team

course outline
Day 1Day 2Day 3

Working with Dashboards

  • Global Dashboards
  • Multi-User Dashboards
  • Using Dashboards
  • Customizing Dashboards
  • Customizing Dashboard Content
  • Customizing Dashboard Layout
  • Customizing Dashboard Access
  • Creating Dashboards
  • Showing and Hiding Dashboards
  • Configuring Dashboard Filters

About Portfolios

  • Working with Portfolios
  • Opening Portfolios
  • Creating Portfolios
  • Working with Portfolio Views

About Project Performance Metrics

  • Working with Performance Metrics
  • About Cost Performance Index (CPI)
  • About Schedule Performance Index (SPI)
  • About To-Complete Performance Index (TCPI)

About Portlets

  • Working with Portlets
  • List of Portlets
  • Communication Center Portlet of the Dashboards
  • My Activities Portlet of the Dashboards
  • My Issues Portlet of the Dashboards
  • My Projects Portlet of the Dashboards
  • My Calendar Portlet of the Dashboards
  • My Risks Portlet of the Dashboards
  • Schedule Performance Portlet of the Dashboards
  • Index Performance Portlet of the Dashboards
  • Project Statistics Portlet of the Dashboards
  • Project Health Portlet of the Dashboards
  • Project Notebooks Portlet of the Dashboards
  • Project Gantt Chart Portlet of the Dashboards
  • Waterline Analysis

Creating Projects on the Portfolio Analysis

  • Assigning Projects to a Portfolio
  • Creating WBS
  • Define activities
  • Create relationship among activities
  • Working with Portfolio View Scorecards
  • Working with Portfolio View Pie Charts
  • Working with Portfolio View Histograms
  • Working with the Capacity Planning Page
  • Performance Status

Overview of Primavera P6 Team Member

  • Approvals
  • Timesheets


  • Configuring Data Limits Settings
  • Configuring Earned Value Settings
  • Configuring Eventing Settings

Enterprise Data

  • Financial Periods
  • Overhead Codes
  • Timesheet Periods
  • Baseline Types
  • Funding Sources
  • Notebook Topics
  • Project Calendars
  • Project Codes
  • Project UDFs
  • WBS Categories
  • WBS UDFs
  • Activity Codes
  • Activity UDFs
  • Cost Accounts
  • Expense Categories
  • Expense UDFs
  • Step Templates
  • Step UDFs
  • Assignment UDFs
  • Rate Types
  • Resource Calendars
  • Resource Codes
  • Resource Curves
  • Resource UDFs
  • Unit of Measure
  • Risk Categories
  • Risk Scoring Matrix
  • Risk Thresholds
  • Risk UDFs
  • Issue Codes
  • Issue UDFs
  • Document Categories
  • Document Statuses

User Administrator

  • User Access
  • Managing EPS
  • Application Settings and My Preferences
  • Enterprise Data

User Access

  • Managing User
  • Managing OBS
  • Global Security Profiles
  • Project Security Profiles
course Methodology

The format of the Three-day workshop is a series of brief lectures followed by discussion and hands-on exercises. Case studies and real-life examples are used to illustrate success and failure . This course cover both of Basic and advance module including administration setups

installation and configuration of EPPM  on company’s premisses or web servers are not covered in this course.



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