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Resource Management in Primavera P6

Provides in-depth resource management training in Oracle Primavera’s client/server-based solution. Building off skills learned in the basic course, Project Management in Primavera, the Resource Management in Primavera course covers advanced topics in managing resource allocation, future-period bucket planning, and resource leveling. Extended case studies at the end of each day provide an opportunity to apply new skills and functionality.


Online Registration (Cost per attendee: US$895)

Start Date Duration Location  
August 26 2010 2 Days Denver, CO REGISTER NOW
September 23 2010 2 Days Plano, TX (Dallas) REGISTER NOW
October 14 2010 2 Days Metairie, LA (New Orleans) REGISTER NOW
October 28 2010 2 Days Las Vegas, NV REGISTER NOW
November 4 2010 2 Days Plano, TX (Dallas) REGISTER NOW
November 11 2010 2 Days Austin, TX REGISTER NOW


Targeted roles: Resource Managers, Project Managers
Course length: 2 days
Course level: Advanced
Prerequisite: Project Management in Primavera
Professional Development and Continuing Education Units:
Earns 16 PDUs and 1.6 CEUs
PMI Program Number – 1471

Learning Outcomes:

Day One:

Creating Resources and Roles

  • Describe resources and roles
  • Describe resource security
  • View the Resources window
  • Create a resource via New Resource wizard
  • View Resource Details
  • Assign resource codes
  • Define resource rates
  • Create a role
  • Add information in Roles dialog box
  • View the Resources window

Assigning Cost Accounts

  • Assign cost accounts to resource assignments
  • Assign cost accounts to expenses

Resource and Role Analysis

  • Analyze resource usage using Resource Usage Profile
  • Analyze resource usage using Resource Usage Spreadsheet
  • Compare staffed vs. unstaffed role allocation

Resource Assignments Window

  • Identify sections in the Resource Assignments window
  • Use the Resource Assignments window to view and edit resource allocation
  • Select data to display in the Resource Usage Spreadsheet

Case Study 1: Assigning and Analyzing

Day Two:

Manual Resource Allocation

  • Assign resource lag and duration to resource assignments
  • View and assign resource curves to manually spread allocation

Bucket Planning

  • View future period bucket planning
  • Edit future period buckets for a resource assignment
  • Track manual curves in the project

Leveling Resources

  • Define resource leveling
  • Set resource leveling options
  • Level a project to resolve resource conflicts
  • Analyze the effects of resource leveling
  • Level based on activity and project prioritiesCourse Objectives

Storing Period Performance

  • Display financial periods as columns
  • Store past period performance

Resource Reporting

  • Describe reporting methods
  • Run a resource report
  • Create a resource report with the Report wizard
  • Create a report using the current layout

Case Study 2: Resolving Overallocation