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
{akreserv,Course106}
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