What you'll learn
- This course covers Creating and Assigning Resources and Updating a Resourced Schedule with Primavera Project Manager P6 PPM up to an intermediate level.
- Assigning Roles, Resources and Expenses
- Updating a Resourced program
- Creating Roles and Resources
- Reviewing Resource Loading with Tables and Histograms
Course Content
Introduction to Resource Management
Introduction to Resource Management
These files include the workshops instructions, the XER files and Layouts for all the workshops.
User Preferences and Admin Preferences
17.1 User Preferences Part 1
17.1 User Preferences Part 2
17.1 User Preferences Part 2,
Resource, Analysis, Calculations, Startup Filters and Personal Information
17.2 Admin Menu – Create Users
17.3 Admin Preferences
17.4-5 Admin Categories, Miscellaneous Defaults and Set Language
17.4 Admin Categories,
Currencies, Financial Periods P6 Version 19 and earlier, Financial Periods Calendars introduced in P6 Version 20,
17.5 Miscellaneous Defaults
Default Project – Changed in P6 Version 20
17.6 Set Language
Creating Roles and Resources
18.1 – 18.2 Understanding Roles and Resources and Creating Roles
18.1 Understanding Resources and Roles
18.2 Creating Roles
18.3 Part 1 – Creating Labour Resources
18.3 Creating Resources and the Resources Window
18.3 Part 2 – Creating Non Labour and Material Resources
18.3 Part 2 – Creating Non Labour and Material Resources
Workshop 15 – Adding Resources to the Database
These files include the workshops instructions, the XER files and Layouts for all the workshops.
Assigning Roles, Resources & Expenses
19.1-19.3 Resource Calculations to Resource User Preferences
19.1 Understanding Resource Calculations and Terminology
19.2 Project Window Resource Preferences
19.3 User Preferences Applicable to Assigning Resources
19.4 Activity Window Resource Preferences and Defaults
19.4 Activities Window Resource Preferences and Defaults
19.5-19.9 Assigning and Removing Roles, Reources & Expenses & Suggested Setup
19.5 Assigning and Removing Roles
19.6 Assigning and Removing Resources
19.7 Resource and Activity Duration Calculation and Resource Lags
19.8 Expenses
19.9 Suggested Setup for Creating a Resourced Schedule
Workshop 16 – Assigning Resources and Expenses to Activities
Resource Optimization
20.1 Reviewing Resources Part 1 Activity Usage Spreadsheet
20.1 Reviewing Resource Loading – Part 1 Activity Usage Spreadsheet
20.1 Reviewing Resources Part 2 Activity Usage Profile
20.1 Reviewing Resource Loading – Part 2 Activity Usage Profile
20.1 Reviewing Resources Part 3 Resource Usage Spreadsheet
20.1 Reviewing Resource Loading – Part 3 Resource Usage Spreadsheet
20.1 Resource Usage Profile Part 4 and Bucket Planning
20.1 Reviewing Resource Loading – Part 4 Resource Usage Profile and Bucket Planning
20.6-20.11 Resource Leveling, Leveling Guideines and Resource Curves
20.6 Resource Leveling
20.7 Leveling Examples
20.8 Resource Shifts
20.9 Guidelines for Leveling
20.10 What to look for if Resources are Not Leveling
20.11 Resource Curves
Workshop 17 – Resources Optimization
Updating a Resourced Schedule
21.1-21.2 Budget Values, Baseline Values and Current Date
21.1 Understanding Budget Values and Baseline Projects
21.2 Understanding the Current Data Date
21.3-21.4 Information & Project Windows Defaults for Schedule Updating
21.3 Information Required to Update a Resourced Schedule
21.4 Project Window Defaults for Updating a Resourced Schedule
21.5-21.7 Percent Complete Types, Steps and Updating a Schedule
21.5 Activities Window – Percent Complete Types
21.6 Using Steps to Calculate Activity Percent Complete
21.7 Updating the Schedule
21.8-21.9 Updating Resources and Updating Expenses
21.8 Updating Resources
21.9 Updating Expenses
Workshop 18 – Updating a Resourced Schedule
Requirements
- The ability to use a personal computer and understand the fundamentals of the operating system.
- Experience using application software such as Microsoft Office.
- An understanding of how projects are planned, scheduled and controlled, including understanding the project management processes applicable to your projects.
- Access to a PC with Oracle Primavera P6 loaded.
Description
This course aims to teach participants:
USER AND ADMINISTRATION PREFERENCES AND SCHEDULING OPTIONS
- User Preferences
- Create Users
- Admin Preferences
- Miscelaneous Defaults
CREATING ROLES AND RESOURCES
- Understanding Resources and Roles
- Creating Roles
- Creating Resources and the Resources Window
- ASSIGNING ROLES, RESOURCES AND EXPENSES
- Assigning Roles, Resources and Expenses
- Understanding Resource Calculations and Terminology
- Project Window Resource Preferences User Preferences Applicable to Assigning Resources
- Activities Window Resource Preferences and Defaults
- Assigning and Removing Roles
- Assigning and Removing Resources
- Resource and Activity Duration Calculation and Resource Lags
- Expenses
- Suggested Setup for Creating a Resourced Schedule
RESOURCE OPTIMIZATION
- Resource Optimization
- Reviewing Resource Loading
- Resource Assignments Window
- Copying and Pasting into Excel
- Other Tools for Histograms and Tables
- Methods of Resolving Resource Peaks and Conflicts Resource Leveling
- Leveling Examples
- Resource Shifts
- Guidelines for Leveling
- What to look for if Resources are Not Leveling
UPDATING A RESOURCED SCHEDULE
- Introduction Budget Values & Baseline Projects, Data Date, Required Information to Update Project
- Window Defaults for Updating a Resourced Schedule
- Percent Complete Types,
- Using Steps to Calculate Activity Percent Complete
- Updating the Schedule, Updating Resources,
- Updating Expenses
The following people should consider attending this course:
- Programme Managers and Project Control staff evaluating the software against your organisational requirements.
- Project schedulers who wish to learn how to use the software to schedule and control projects.
- Database managers who wish to understand how to set up and administer a database.
- Experienced project personal who wish to learn how to schedule and control a project.
Students should have:
- The ability to use a personal computer and understand the fundamentals of the operating system,
- Experience using application software such as Microsoft Office and
- An understanding of how projects are planned, scheduled and controlled, including understanding the project management processes applicable to your projects.
- Who this course is for:
Programme Managers and Project Control staff evaluating the software against your organisational requirements.
Project schedulers who wish to learn how to use the software to schedule and control projects.
Database managers who wish to understand how to set up and administer a database.
Experienced project personal who wish to learn how to schedule and control a project.
Instructor
Paul E Harris
Author & Instructor
- 4.5 Instructor Rating
- 1,862 Reviews
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8,015 Students
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8 Courses





