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URL: https://www.coursera.org/learn/packt-formatting-printing-and-reporting-with-primavera-p6-ppm-q1hz6

⇱ Formatting, Printing and Reporting with Primavera P6 PPM | Coursera


Formatting, Printing and Reporting with Primavera P6 PPM

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Formatting, Printing and Reporting with Primavera P6 PPM

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Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

5 hours to complete
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

5 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Understand how to group, sort, and filter project data for efficient organization

  • Apply filtering techniques to enhance activity critical path visibility

  • Analyze project data and customize reports based on stakeholder requirements

  • Evaluate printing options and generate professional project reports

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

5 assignments

Taught in English

There are 7 modules in this course

Updated in May 2025.

This course now features Coursera Coach! A smarter way to learn with interactive, real-time conversations that help you test your knowledge, challenge assumptions, and deepen your understanding as you progress through the course. This course takes you step-by-step through Primavera P6 PPM's key features for formatting, printing, and reporting. Starting with display customization, you will learn how to navigate the Project Window and format your data using progress lines, timescales, columns, and attachments. A hands-on workshop will guide you through formatting bar charts, ensuring your project visuals are clear and professional. Next, you will explore grouping, sorting, and filtering techniques, which are essential for organizing complex project data. Customizing layouts and applying filters will enhance your ability to focus on critical tasks, while practical workshops provide hands-on experience in managing large datasets. You’ll also learn how to create filters that make the activity critical path more visible, ensuring key project milestones are easily trackable. In the final section, you will delve into printing best practices, generating reports, and using Primavera’s Visualizer tool for schedule comparisons. The course covers web publishing of reports, ensuring you can effectively share project information with stakeholders. By the end, you’ll be fully equipped to generate high-quality, tailored reports and printouts that communicate project status with precision and clarity. Ideal for project managers, schedulers, and planners using Primavera P6 PPM to manage projects. Basic knowledge of Primavera P6 and project scheduling concepts is required.

In this module, we will introduce the course, providing you with essential instructions for navigating the upcoming lessons. You'll also gain a clear understanding of how to format documents, manage printing options, and generate reports effectively. This foundational knowledge will set the stage for your learning journey.

What's included

1 video1 reading

1 videoβ€’Total 3 minutes
  • Introduction and Workshop instructions for Formatting, Printing and Reportsβ€’3 minutes
1 readingβ€’Total 10 minutes
  • Full Course Resourcesβ€’10 minutes

In this module, we will explore various aspects of display formatting, starting with an introduction to the project window and forms. You’ll learn how to troubleshoot formatting bar issues and refine visual elements such as progress lines, columns, and timescales. A practical workshop will guide you through formatting a bar chart to solidify your skills.

What's included

4 videos

4 videosβ€’Total 43 minutes
  • Introduction to Formatting, Project Window & Formsβ€’9 minutes
  • Formatting Bar Issuesβ€’14 minutes
  • Progress Lines, Columns, Rows, Timescale & Attachmentsβ€’13 minutes
  • Workshop 6 – Formatting the Bar Chartβ€’7 minutes

In this module, we will cover essential strategies for organizing data, focusing on grouping and sorting methods to enhance workflow efficiency. You'll also learn how to create effective layouts that make your data more accessible. A hands-on workshop will guide you through the process of organizing project data using these techniques.

What's included

2 videos1 assignment

2 videosβ€’Total 19 minutes
  • Group, Sort and Layoutsβ€’14 minutes
  • Workshop 10 – Organizing Your Dataβ€’5 minutes
1 assignmentβ€’Total 15 minutes
  • Assessment 1β€’15 minutes

In this module, we will dive into the concept of filters and their importance in managing complex project data. You'll learn how to apply existing filters and create custom ones, with a special focus on enhancing critical path visibility. The module concludes with a practical workshop where you'll apply these filtering techniques to real-world scenarios.

What's included

3 videos

3 videosβ€’Total 23 minutes
  • Understanding and Applying a Filterβ€’7 minutes
  • Creating Filters & Activity Critical Path Visibilityβ€’9 minutes
  • Workshop 11 – Filtersβ€’7 minutes

In this module, we will cover the essential skills for printing and generating reports from your project data. You'll learn how to create professional outputs for both print and web, use the visualizer for schedule comparisons, and refine your reporting techniques. The module concludes with a hands-on workshop on printing project data effectively.

What's included

4 videos1 assignment

4 videosβ€’Total 33 minutes
  • Printingβ€’13 minutes
  • Reports and Web Publishingβ€’5 minutes
  • Visualizer and Schedule Comparisonβ€’7 minutes
  • Workshop 12 – Printingβ€’7 minutes
1 assignmentβ€’Total 15 minutes
  • Assessment 2β€’15 minutes

In this module, we will explore advanced methods of organizing project data, starting with project breakdown structures and activity codes. You'll learn how to use user-defined fields, manage resource and cost accounts, and work with assignment and role codes. A workshop will guide you through practical applications of activity codes and UDFs for efficient project management.

What's included

5 videos

5 videosβ€’Total 35 minutes
  • Project Breakdown Structures and Activity Codesβ€’11 minutes
  • User Defined Fieldsβ€’5 minutes
  • WBS Category, Resource Codes & Cost Accountsβ€’6 minutes
  • Owner Activity, Assignment Codes & Role Codesβ€’5 minutes
  • Workshop 19 – Activity Codes and User Defined Fields (UDF)β€’8 minutes

In this module, we will introduce the powerful tool of global change, showing how to apply both simple and advanced modifications to multiple activities at once. You'll explore examples such as duration calculations and using temporary values to fine-tune project data. The module ends with a workshop where you will practice applying global changes in real-world scenarios.

What's included

3 videos3 assignments

3 videosβ€’Total 22 minutes
  • Introducing Global Change, Simple Changes and Selecting Activitiesβ€’8 minutes
  • Duration Calcs, Any & All, Temporary Values & More Advanced Examplesβ€’7 minutes
  • Workshop 20 – Global Changeβ€’7 minutes
3 assignmentsβ€’Total 90 minutes
  • Assessment 3β€’15 minutes
  • Full Course Assessmentβ€’60 minutes
  • Full Course Practice Assessmentβ€’15 minutes

Instructor

Packt
1,926 Coursesβ€’560,010 learners

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Frequently asked questions

Yes, you can preview the first video and view the syllabus before you enroll. You must purchase the course to access content not included in the preview.

If you decide to enroll in the course before the session start date, you will have access to all of the lecture videos and readings for the course. You’ll be able to submit assignments once the session starts.

Once you enroll and your session begins, you will have access to all videos and other resources, including reading items and the course discussion forum. You’ll be able to view and submit practice assessments, and complete required graded assignments to earn a grade and a Course Certificate.

If you complete the course successfully, your electronic Course Certificate will be added to your Accomplishments page - from there, you can print your Course Certificate or add it to your LinkedIn profile.

This course is currently available only to learners who have paid or received financial aid, when available.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Financial aid available,