Resource Management in Primavera P6
Provides in-depth resource management training in Oracle Primavera’s client/server-based solution. Building off skills learned in the basic course, Project Management in Primavera, the Resource Management in Primavera 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.
Targeted roles: Resource Managers, Project Managers
Course length: 2 days
Course level: Advanced
Prerequisite: Project Management in Primavera
Professional Development and Continuing Education Units:
Earns 16 PDUs and 1.6 CEUs
PMI Program Number – 1471
Learning Outcomes:
Day One:
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
Day Two:
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 prioritiesCourse Objectives
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