Primavera Reporting – October 2021

Event Date:

October 20, 2021

Event Time:

8:00 am

Event Location:

Project Controls Training Center

Overview:

The majority of Primavera users find the reporting features confusing. This class will help users to not only simplify the reporting process but optimize the daily report generation/distribution process as well.

Who Should Take This Class

Primavera users who need to do a deeper dive into the world of Primavera reporting and learn the types of data fields available behind scenes and how to manipulate them as well as how to apply creative styling to reports.

What You Will Learn

Students will learn to do manual editing of existing reports by navigating and identifying the various field types within the report generation window, learn to create automated reports by using the reporting wizard and learn to do easy, instant reporting by generating screen reports. Students will learn to import and export reporting data for a variety of uses.

Course Outline:

  • Learning Objectives
  • Background
  • Time Units
  • Dates
  • Currency
  • Email
  • Assistance
  • Application
  • Password
  • Resource Analysis
  • Calculations
  • Startup Filters
  • Learning Outcomes
  • Review Questions
  • Learning Objectives
  • Definitions
  • Enterprise Project Structure (EPS)
  • Organizational Breakdown Structure (OBS)
  • Overview of Security Settings
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Definition
  • Create a New Project
  • Open a Project
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Resources/ FAQ
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Definitions / FAQ
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Basics
  • Global Calendars
  • Project Calendars
  • Calendar Exercise
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Basics
  • Build Activities
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Basic
  • Relationships
  • The Schedule Function (F9)
  • Constraint Dates
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Basics
  • Activity Steps
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Basics
  • Work Breakdown Structure
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Creating Layouts and Filters
  • Layouts
  • Exercise 1
  • Exercise 2
  • Mid-Lesson Review
  • Filtering
  • Exercise 3
  • Combining Filters
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Expenses and Cost Accounts
  • Cost Accounts
  • Expenses
  • Exercise
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Basics
  • Data Types for User-Defined Fields
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Creating a Baseline
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Basics
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Basics
  • Suspending and Resuming Activities
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Basics
  • Creating Reports Using the Wizard
  • Accessing Reports
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Basics
  • Execute Change
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Basics
  • Exporting Files
  • Instructor Demo
  • Learning Outcomes
  • Review Questions
  • Notes
  • Learning Objectives
  • Retained Logic
  • Progress Override
  • Actual Dates
  • Critical Path Settings
  • Constraints
  • Learning Outcomes
  • Review Questions
  • Notes

Example Course Documents:

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Event Location:

Total Seats: 12 (12 Left:)
  • Project Controls Training Center
  • 17629 El Camino Real
  • Houston
  • Texas
  • United States

Event Schedule Details

  • October 20, 2021 8:00 am - October 21, 2021 5:00 pm
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