Oracle Primavera P6 Software

Using Roles in Primavera P6

Using Roles in Primavera P6

Managing projects and resources while maintaining a project’s timeline is at the heart of Primavera P6. Resource Management also includes the Resource Usage Profile which can help you view resources and roles within a specific project or across your entire organization’s enterprise. Using Roles in Primavera P6 is extremely beneficial in determining if there are enough resources or if you’ve over-allocated or underutilized.

Oracle Primavera P6 Software

Luckily, the Resource Usage Profile can also be used alongside the Role functionality in Primavera P6, which can help you take stock of whether or not you have the capacity to fill the various roles and responsibilities that will be required of projects that will be taking place in the future. “Role Limits” can help you make sense of your resources, just as it does for Resource Usage Profiles.

Roles belong to the project personnel job titles or the specific skills, but they do not take into account the individual who may fulfill that position. Instead, they are annotating the level of proficiency that is necessary to accomplish that job. Within Roles, there are Master, Expert, Skilled, Proficient, and Inexperienced. These can be temporarily assigned and then finalized later on.

In P6, you are able to create a set of roles that apply to the whole enterprise. For easier management, assigning purposes and to oversee how resources are utilized, Primavera P6 offers ways to organize roles in hierarchical manners or to define unique price per units to make sure you are creating strategy rooted in cost planning that makes the most sense.

Using Resource Codes in Primavera P6

Resource Codes in Primavera P6

Primavera P6 offers formats so Resource Codes can help you organize, group, sort, and filter data as they relate to the resources themselves and the data that surrounds these items of internet. Resource Codes in Primavera P6 also give you the option to group and sort within Resource Assignments and Resource Profile views to help you better understand how resources are being used and allocated throughout your organization and within a variety of projects and endeavors.

Oracle Primavera P6 Software

To create a Resource Code, follow these steps:

1. Click on Administer, Enterprise Data in the menu bar and choose Resource Codes
2. click on the Add Code icon.
3. Type in the New Resource Code name.
4. Click on the Add Code Value button, to add in a code value and a description. Keep in mind that you can add as many Code Values that you think will be necessary.
5. Click on Save in the resource code window to save your changes.

Keep this in mind, too:

Another tip that may come in handy when you are grouping and sorting Resource Codes is to use Resource Assignment layout where you can group and sort by resources and areas of responsibilities. Another feature is to use resource usage profiles which can also be grouped by Resource Codes. When you click on a supervisor’s name, for example, you will be able to see the limits and the resources used by this individual.