How to Review Resources in Primavera P6

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How to Review Resources in Primavera P6

00 How to Review Resources in Primavera P6

Review usage data for resources and roles

The Team Usage page displays data in a graphical (histogram) or numeric (spreadsheet) timescale. The right frame displays allocation data for the resource or role you select in the hierarchy.

  • To view summary team totals and a breakdown by role or resource for all project team members, click the project name in the hierarchy.

Note: For units display, if the project team consists of only material resources or a mix of material and labor/non-labor resources, when you select the project name in the hierarchy, dashes display in the histogram and spreadsheet instead of team summary bars or totals. Summing units values for mixed resource types does not provide an accurate total because labor and non-labor resources are usually associated with time (such as hours or days), and material resources are often expressed in non-time units of measure.

  • To specify the timescale increment, units or costs display, limit line options and whether you want the data to include all projects the resource or role is assigned to or only the currently selected project, click Customize this page.

Tip: In the histogram, the vertical blue dotted line represents the current data date for the project.

Limit Line options

To help you evaluate usage against availability, you can choose to display two resource limit lines, both based on live data:

    • Limit shows maximum availability based on the resource’s calendar and Max units/time setting and the application settings for hours per time period.
    • Allocation Limit shows the resource’s maximum availability based on Allocated planning values specified by a resource manager. These values, which are recorded at the project or WBS level, can be entered by Resources users in the Resource Planning view.

      Use this limit line to evaluate whether your detailed activity assignments are in line with what the resource manager has planned.

The resource usage summary data displayed in this view is based on either activity-level assignments or high-level (project,WBS) planning assignments, depending on an option setting on the Projects > Details > Settings page. To evaluate activity level assignments against planned allocations, choose the summarize project option for detailed activity resource assignments.

Tip: When summarizing at the detail level, the date range for the timescale is derived from activity start and finish dates. If the selected resource only has high-level assignments outside that date range, the Allocation Limit line may not appear. Changing to a larger timescale increment, for example from m/w to y/q may cause the Allocation Limit to appear.

To view this dataChoose these options
For resources 
resource limit, actual units, remaining units and overallocation across all projects or for the current projectHistogram/Units
under/over allocation, limit,

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and total allocation for the current project or total for all projects, with a breakdown by project

Spreadsheet/Units
actual costs and remaining costs for all projects or the current projectHistogram/Costs
total allocated cost for the current project only or for all projects, with a breakdown by project

For each project the resource is assigned to, click the project link in the right frame to view a list of activities with basic status information

Spreadsheet/Costs
For roles 
role limit, overallocation and staffed and unstaffed units for all projects or the current projectHistogram/Units
limit, total staffed and unstaffed units for the current project or total for all projects, with a breakdown by project

to view a list of resources who can perform the role, click the role link in the summary row of the spreadsheet

for each project the role is assigned to, click the project link to view staffed activities that do not have actual units and unstaffed activities, along with basic status information; you can assign resources to unstaffed activities

Spreadsheet/Units
unstaffed and staffed costs

for the current project or for

all projects

Histogram/Costs
total staffed and unstaffed costs for the current project only, or staffed and unstaffed costs for all projects, with a breakdown by project

to view a list of resources who can perform the role, click the role link in the summary row of the spreadsheet

for each project the role is assigned to, click the project link to view staffed activities that do not have actual units and unstaffed activities, along with basic status information; you can assign resources to unstaffed activities

Spreadsheet/Costs

 

  • Resource usage data is based on summary data, so it reflects values as of the last date the summarizer was run for a project. Assignment changes within a project after that date will not be reflected until the project is again summarized from the Projects > Tools page.
  • To adjust the width of the timescale increments, click
    or .
  • To display or hide the histogram legend, right-click and choose Show Histogram Legend.
  • To show values for a particular histogram bar, click on it.
  • Your access to pages, tabs, and action menu items is controlled by the settings defined in your assigned user interface view. Depending on your view settings, you may be able to change your view preferences to show or hide items according

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