Resource Estimates in Primavera P6

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Resource Estimates in Primavera P6

00 Resource Estimates in Primavera P6

Add or edit resource estimates in the Activity Table

  1. If the Activity Table does not display the columns you require for recording estimates, for example Planned or Budgeted Labor Units, click Customize View on the Activities toolbar to customize your view to add them.
  2. To record estimates, double-click in the appropriate column.
  3. When finished, click icon to save changes (Ctrl+S) to save your changes or click icon to cancel changes (Ctrl+Z) to cancel your edits.

Add or edit resource estimates in Activity Details

From the Activity Resource details page, you can record and manage resource estimates and associated resource assignment attributes, such as rate and cost account.

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Step 1: Displaying Activity Resource details

The procedure for displaying Resource details differs depending on whether you access the details from the Activities page or in the Activity Details form.

From the Activities Page:
  1. Select the activity and, on the Activities toolbar, click icon representing activity details.
  2. Select Activity Details.
  3. Select Assignments.

or

In the activity table, right-click an activity and select Assignments.

From the Activity Details form in a portlet:
Expand the Resources section, if necessary.

If Resource details do not appear, edit your preferences to add them.

Step 2: Add or edit resource estimates

  1. Click the resource or role name.
  2. Edit the resource estimates and additional details as required, then click Save.

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