Provides in-depth resource management training in Primavera’s client/server-based solution. Building off skills learned in the basic course (102), the 106-R 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: Course 102
Professional Development and Continuing Education Units:
Earns 13 PDUs and 1.3 CEUs
PMI Program Number – 106-R

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