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Course 107– Resource Management in P6 Web

Provides hands-on training in P6 Web, focusing on resource management. Participants will gain a thorough background in the concepts of resource management by adding a resource to the enterprise resource pool; planning for resource needs in future projects; staffing resources on current projects; and managing resources to ensure they are fully utilized. Workshops provide an opportunity to apply new skills and functionality.

Course Length: One Day

Please call or email our training department for a price quote

Day One:

Introduction to Primavera
Describe Primavera solutions
Describe P6

Overview and Navigation
Log in to P6 Web
Navigate to sections
Locate Action bar

Dashboards
View dashboards
Customize dashboards
Filter data to display in portlets

Administering the Resource Pool
Add a resource
Place the resource in the Resource dictionary
Prepare the resource to report time in timesheets
Assign roles
Assign resource codes
Specify Max Units/Time and Price/Unit

Creating Resource Teams
Create a resource team
View a resource team on the Resource Team Summary portlet in a dashboard

Day Two:

Creating Role Teams
Create a role team
View a role team in the Open Requests for Resources portlet on a dashboard

Resource Planning
Assign resources at the project or WBS level
View the implications of committed and non-committed assignments
Spread resource allocation across the life of the project
Split resource allocation
Allocate based on percentage
View options for including assignments made in the Plan Resources view in other allocation-related views in Primavera

Managing Allocation
Use the Resource Team Summary portlet to view allocation
Use the Usage tab to analyze units and costs
View projects and activities causing resource overallocation
Display enhanced charts to analyze allocation in the Analysis tab
Group and filter data in the Analysis tab

Staffing Resource Requests
Use the Open Requests for Resources portlet to assess staffing needs
Fill an unstaffed role assignment
Staff a resource request by searching for the most qualified resource
Use the Usage tab to analyze role allocation and costs