FOLLOW EVANS AROUND THE WEB

 

 

Resource Management in Primavera P6 Release 7 (Client)

This course provides in-depth resource management training in Primavera P6. The course covers advanced topics in managing resource allocation, future-period bucket planning, and resource leveling.

Extended case studies at the end of each day provide an opportunity to apply new skills and functionality. You will first assign resources and analyze their allocation. At the end of the second day, you will apply what you have learned to resolve resource overallocation.

 

Learn To:

Resource and role analysis
Bucket planning
Leveling resources
Storing period performance
Resource reporting
Create resources and roles

Audience:

Business Analysts
End Users
Functional Implementer
Project Manager

Prerequisites:

Required Prerequisites
Basic project management knowledge

Suggested Prerequisites
Project Management in Primavera P6 Rel 7

Course Objectives:

Create resources and roles
Resource reporting
Assign cost accounts
Analyze resources
Bucket planning
Level resources
Store period performance

Course Topics:

Creating Resources and Roles
Describe resources and roles
Describe resource security
View the Resources window
Create a resource via New Resource wizard
View Resource Details
Assign resource codes
Define resource rates
Create a role
Add information in Roles dialog box
View the Resources window

Assigning Cost Accounts
Assign cost accounts to resource assignments
Assign cost accounts to expenses

Resource and Role Analysis
Analyze resource usage using Resource Usage Profile
Analyze resource usage using Resource Usage Spreadsheet
Compare staffed vs. unstaffed role allocation

Resource Assignments Window
Identify sections in the Resource Assignments window
Use the Resource Assignments window to view and edit resource allocation
Select data to display in the Resource Usage Spreadsheet

Case Study 1: Assigning and Analyzing

Manual Resource Allocation
Assign resource lag and duration to resource assignments
View and assign resource curves to manually spread allocation

Bucket Planning
View future period bucket planning
Edit future period buckets for a resource assignment
Track manual curves in the project

Leveling Resources
Define resource leveling
Set resource leveling options
Level a project to resolve resource conflicts
Analyze the effects of resource leveling
Level based on activity and project priorities

Storing Period Performance
Display financial periods as columns
Store past period performance

Resource Reporting
Describe reporting methods
Run a resource report
Create a resource report with the Report wizard
Create a report using the current layout

Case Study 2: Resolving Overallocation

 

For more information, please contact our training department:

Training@EvansTech.com | 770.751.9950

 

 

Copyright 2008 © Evans Technology, Inc.
All rights Reserved.