The two-day course covers how to build enterprise data structures and configure settings to support an enterprise implementation. Among topics covered: How to build and manage the EPS and OBS; add users and configure security; set enterprise data and default settings; and support project management processes.
You will learn to:
- Manage EPS and OBS
- Create resources and roles
- Configure security
- Manage enterprise settings
- Support project management processes
Audience
- Administrator
- Functional Implementer
- Project Manager
Course Objectives
- Add resources
- Add users
- Configure security
- Set enterprise data
- Set project data
- Establish project defaults
- Manage reporting
- Build OBS
- Build EPS
Course Topics
Managing the EPS
- Elements of the EPS
- Benefits of the EPS
Managing the OBS
- Elements of the OBS
- Configuring users
Defining Resources and Roles
- Specifying rates for roles
- Setting role limits
- Creating a resource
- Assigning resource and role teams
Configuring Enterprise Data
- Creating financial periods
- Creating a global calendar
- Create user-defined fields
Managing User Access
- Adding users
- Creating security profiles
- Creating user accounts
- User interface views
Planning the Project
- Create project templates
- Configure project baselines
Scheduling Services
- Publish P6 data
- Create reporting schedules
