Advanced Resource Management in Primavera P6 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 this course, you will apply what you have learned to resolve resource over-allocation.Duration: 1 Days Prerequisites: Managing Projects in Primavera P6 Client
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
Assign
cost accounts to resource assignments
Assign
cost accounts to expenses
Analyze
resource usage, Usage Profile
Analyze
resource usage, Usage Spreadsheet
Compare
staffed vs. unstaffed role allocation
Assign
resource lag and duration
View
and assign resource curves
Understand
advanced scheduling options
Calculate
multiple float paths
Understand
the scheduling logic options
Describe
a calendar’s effect on lag
Assign resource lag and duration
View
and assign resource curves
Bucket Planning
View
future period bucket planning
Edit
future period buckets resource assignments
Track
manual curves in the project
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
Describe reporting
methods
Run a resource report
Create a resource report
with the Report Wizard
Create a report using the
current layout
Case Study 1: Assigning & Analyzing
Resources
Case Study 2: Resolving Resource Over-allocation