This course 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.

A case study provides an opportunity to apply new skills in resolving resource over-allocation.

Professional Development and Continuing Education Units:
• Earns 6.5 PDUs and .65 CEUs

Learn To:

• Create resource teams
• Execute long-range resource planning
• Staff resource requests
• Manage allocation
• Assess staffing needs
• Administer the resource pool

Suggested Prerequisites:

• Knowledge of project management basic principles
• Project Management in Primavera P6 Web Access Rel. 6.2 Course 101

• Create Resource Teams
• Create Role Teams
• Plan Resource Usage
• Manage Allocation
• Staff Resource Requests
• Administer the Resource Pool

   (Return to top)

Administering the Resource Pool

• Add a resource
• Assign roles
• Assign resource codes

Creating Resource Teams

• View a resource team on the Resource Team Summary portlet in a dashboard

Creating Role Teams

• View the un-staffed roles in the Open Requests for Resources portlet on a dashboard

Resource Planning

• Assign resources at the project or WBS level
• Spread resource allocation across the life of the project
• Split resource allocation

Managing Allocation

• Use the Resource Team Summary portlet to view allocation
• Use the Usage tab to analyze units and costs
• Group and filter data in the Analysis tab

Staffing Resource Requests

• Use the Open Requests for Resources portlet to assess staffing needs
• Fill an un-staffed role assignment

Suggested Next Courses:

Portfolio Management in Primavera P6 Course 109