Udemy

Create Progress Measurement Sheet (PMS)-Basics-English

Name: Create Progress Measurement Sheet (PMS)-Basics-English
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Rating: 4.7 (203 reviews)

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Overview

This course teaches how to build a Progress Measurement Sheet (PMS) in Excel and connect it to Primavera P6, so project progress can be tracked in one dynamic, data-driven view. It covers outlining project phases, listing the tasks in each phase, and choosing the right metrics to measure progress, then walks through converting P6 data into Excel, coloring and grouping the WBS, and calculating planned units over time from P6's resource assignments. It also covers updating the PMS manually, linking updates between P6 and the PMS, and updating P6 directly from the PMS.

Who it's for

Project managers and team members who already track projects in Primavera P6 and want a clearer, Excel-based way to report and act on progress.

Key takeaways

Structuring a PMS around project phases and tasks
Linking Excel and Primavera P6 in both directions
Best practices for progress tracking and data-driven decisions

About this course

This course is designed for project managers and team members who want to improve their ability to track the progress of their projects. The course will cover the basics of creating a PMS in Excel, including how to outline the phases or stages of a project, list out the tasks that need to be completed in each phase, and decide on the metrics to use for measuring progress.

In addition to the Excel component, the course will also cover how to update the PMS from P6,

By the end of the course, students will have a solid understanding of how to create a PMS in Excel and link it with P6 and will be able to use these tools to improve their ability to track progress and make data-driven decisions.

The course will cover the following topics:

Convert the P6 data Inro Excel
Coloring & Grouping the WBS in Excel
Calculate the planned Units over time.
Using P6-resources assignment to get the Planned units.
Creating a Dynamic PMS in Excel
Manual update for the PMS
Link P6 update with the PMS
update the P6 from the PMS
Best practices for tracking progress and making data-driven decisions

This course is suitable for project managers, team members, and anyone who wants to improve their ability to track the progress of their projects. A basic understanding of Excel and Power BI is recommended, but not required.