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.

Targeted roles: Resource managers, project managers
Course length: 1 day
Course level: Basic
Prerequisite: Course 101 recommended but not required
Professional Development and Continuing Education Units:
Earns 13.5 PDUs and 1.3 CEUs
PMI Program Number - 107

Learning Outcomes:

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

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