Resource Management in

Primavera P6 Rel 6.2

Student Guide

D57541GC10
Edition 1.0
April 2009
D59293

Copyright 2009, Oracle. All rights reserved.

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Course Contents
Lesson 1:

Creating Resources and Roles

Roles and Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Resources Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Resource Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Defining Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Creating a Resource via Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Resource Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Codes Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Units & Prices Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Roles Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Notes Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Timesheets Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Creating a Material Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Defining Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Creating a Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Resources Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Prices Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Limits Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Resource Management in Primavera P6 Rel. 6.2

Course Contents

Lesson 2:

Assigning Cost Accounts

29

Cost Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Assigning a Cost Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Cost Account Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Lesson 3:

Resource and Role Analysis

35

Resource Usage Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Displaying the Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Viewing Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Stacked Resource Histogram . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Resource Usage Spreadsheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Analyzing Resources via Spreadsheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Left Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Middle Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Right Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Editing the Resource Usage Spreadsheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Viewing Role Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Case Study 1: Assigning and Analyzing

55

Lesson 4:

61

Resource Assignments Window

The Resource Assignments Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Assignment Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
General Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Adjusting Assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Viewing Nonlinear Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

ii

Resource Management in Primavera P6 Rel. 6.2

Course Contents

Lesson 5:

Manual Resource Allocation

71

Resource Lag and Resource Duration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Adding Lag, Duration to Resource Assignment . . . . . . . . . . . . . . . . . . . . 72
Resource Curves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Viewing Resource Curves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Assign a Curve to a Resource Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Lesson 6:

Bucket Planning

79

Future Period Bucket Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Bucket Planning and Baselines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Specifying the Activity Duration Type . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Editing Future Period Buckets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Editing Period Buckets for Multiple Assignments . . . . . . . . . . . . . . . . . . . 84
Tracking Manual Curves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Lesson 7:

Leveling Resources

89

Leveling Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Handling Resource Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Leveling Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Leveling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Selecting Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Adding Leveling Priorities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Analyzing the Leveled Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Viewing the Leveling Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Leveling Based on Activity Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Leveling Based on Project Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Resource Management in Primavera P6 Rel. 6.2

iii

Course Contents

Lesson 8:

Storing Period Performance

109

Past Period Actuals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Viewing Financial Periods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Selecting Financial Periods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Displaying Financial Periods in Columns . . . . . . . . . . . . . . . . . . . . . . . . 113
Storing Past Period Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Editing Past Period Actual Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Lesson 9:

Resource Reporting

119

Methods for Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Reports Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Running an Existing Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Run Report Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Print Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Report Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Create or Modify Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Select Subject Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Select Additional Subject Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Configure Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129
Changing Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Adding a Report Title . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Generating the Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Print Preview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Saving a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Assigning a Report to a Report Group . . . . . . . . . . . . . . . . . . . . . . . . . 135
Creating a Report Using the Current Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Case Study 2: Resolving Overallocation

iv

141

Resource Management in Primavera P6 Rel. 6.2

Course Contents

Appendix A:

Settings for Computing Activity and Resource Data

143

Unlinking Budgeted, At Completion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Driving vs. Non-Driving Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Driving Resource Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Non-Driving Resource Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

Appendix B:

Creating Calendars

153

Calendars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Calendar Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Worktime Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Calendar Coding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Global Calendars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Viewing a Global Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Adding a Project Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Linking Holidays Calendar, Setting Workweek . . . . . . . . . . . . . . . . . . . . 159
Setting Nonworktime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Setting Exceptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Appendix C:

Assigning Resources and Costs

163

Assigning by Role . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Assigning By Role to Multiple Activities . . . . . . . . . . . . . . . . . . . . . . . . . 166
Assigning Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Assigning Resource to Level of Effort Activity . . . . . . . . . . . . . . . . . . . . 167
Assigning a Nonlabor Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Adjusting Resources Budgeted Units/Time . . . . . . . . . . . . . . . . . . . . . . 169
Designating a Primary Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Assigning a Material Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Resource Management in Primavera P6 Rel. 6.2

Course Contents

vi

Resource Management in Primavera P6 Rel. 6.2

Course Objectives
Resource Management in Primavera P6 Rel. 6.2 will cover the following 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

Case Study 1: Assigning and Analyzing

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

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

2009 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.

Course Objectives (continued)

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

2009 All rights reserved. No part of this publication may be reproduced without prior written permission of Primavera Systems Inc.