Introduction to Planning and Control Using Primavera Course

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UKOUGCourse description

With a wide range of powerful features and functions, Primavera is an extremely useful tool for anyone whose role involves project planning, maintenance or control, and wants to be able to build detailed, realistic plans and report on them.

We show you all the tools and techniques you need to be aware of in order to utilise this software, from top-down planning and budgets to resourcing and reporting. We use real-world case studies throughout the programme to give a practical perspective. 

Is it right for me?

If you’re new to a project planning or control position, and you need to learn how to produce detailed plans using Primavera, this Primavera training course will enable you to achieve that.   

What will I get out of it?

By the end of the course you will be able to:


  • Implement a structured approach to planning projects
  • Produce realistic plans
  • Create a programme structure
  • Create projects and set project milestones
  • Create a work breakdown structure (WBS)
  • Create detailed plans including activities, links and resources
  • Manage actuals
  • Use the reporting tools in Primavera

To be honest, I was happy with the pace of the course.  Trainer was very friendly and helpfull. She gave alot of support when required, and clearly knew the tool very well. Quite impressed with the overall course & especially with a lot of it being hands on, which I definetly approve of, as it's the only way of learning.

Planning Engineer, Thames Water Utilities Ltd

What does it cover?

  • The project management success criteria
  • A project lifecycle
  • Project roles
  • Role of the planner
  • Project level WBS
  • Using work packages
  • Responsibility assignment matrix
  • Project milestones
  • Cost breakdown structure
  • Activity level WBS
  • Dependencies and activity networks
  • Estimating activities
  • Critical path analysis
  • Resourcing the plan
  • Realistic Gantt charts
  • Cost planning
  • Schedule and cost optimising
  • What to baseline
  • Managing baselines
  • Monitoring schedule progress
  • Controlling schedules and cost
  • Critical points to cover in producing a schedule
  • Critical points to consider in updating plans
  • Creating EPS Elements
  • Navigating the EPS structure
  • Finding programmes
  • Creating programme milestones and links
  • Creating projects
  • Setting project properties
  • Validating projects
  • Assigning codes
  • Creating baselines
  • Creating a WBS structure
  • Creating WBS elements
  • Allocating top down budgets
  • Budget changes
  • Creating activities
  • Different task types
  • Adding milestones
  • Linking activities
  • Resource types
  • Creating resources
  • Resource properties
  • Assigning resources
  • Roles
  • Checking workload
  • Creating the baseline
  • Assigning the baseline
  • Summarising the project
  • Managing actuals
  • Managing the work performed
  • Printing your schedule
  • Primavera standard reports
  • Creating custom reports
  • Exporting information
  • Creating portfolios

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Course leader

Nicky Fathers

Technical & Digital Learning Consultant

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