Resource Management with Oracle Primavera P6 PPM Professional

Video description

Begin this course by grasping the fundamental concepts of resource management, setting a strong foundation for the practical skills to come. Progress into detailed explorations of user preferences and administrative settings, ensuring you understand how to customize the software to your specific needs. This section includes a thorough walkthrough of creating and managing user accounts, preferences, and default settings.

As you advance, delve into the creation of roles and resources, a critical aspect of effective project management. Learn to define roles, create labor and non-labor resources, and integrate them into your project database. Moving forward, discover how to assign roles, resources, and expenses to activities, optimizing your project planning and execution. The course covers resource calculations, preferences, and setups, ensuring you can manage resources efficiently and effectively.

The final sections focus on resource optimization and updating a resourced schedule. Master the techniques for reviewing and optimizing resources, including activity usage spreadsheets, resource leveling, and bucket planning. By the end of this course, you will have a comprehensive understanding of resource management within Primavera P6 PPM Professional, ready to apply these skills to your projects.

What you will learn

  • Understand and configure user and admin preferences
  • Create and manage roles and resources effectively
  • Assign roles, resources, and manage expenses efficiently
  • Optimize resource usage and implement leveling guidelines
  • Update and maintain accurate resource schedules
  • Customize and streamline project workflows for improved efficiency

Audience

This course is ideal for project managers, resource managers, and administrative professionals looking to enhance their resource management skills. A basic understanding of project management principles is recommended but not required.

About the Author

Paul E. Harris : Paul E Harris, author and publisher at Eastwood Harris Pty Ltd, specializes in project controls consulting and training with a focus on Microsoft Project and Primavera software. Holding an Honours Degree in Civil Engineering and certifications in Cost Engineering and project management methodologies like PRINCE2, Paul has published widely appreciated guides on Primavera and Microsoft Project. His work aims to bridge software usage with project management standards, assisting professionals worldwide through his Melbourne-based company.

Table of contents

  1. Chapter 1 : Introduction to Resource Management
    1. Introduction to Resource Management
  2. Chapter 2 : User Preferences and Admin Preferences
    1. User Preferences Part 1
    2. User Preferences Part 2
    3. Admin Menu - Create Users
    4. Admin Preferences
    5. Admin Categories, Miscellaneous Defaults and Set Language
  3. Chapter 3 : Creating Roles and Resources
    1. Understanding Roles and Resources and Creating Roles
    2. Part 1 - Creating Labour Resources
    3. Part 2 - Creating Non-Labour and Material Resources
    4. Workshop 15 – Adding Resources to the Database
  4. Chapter 4 : Assigning Roles, Resources and Expenses
    1. Resource Calculations to Resource User Preferences
    2. Activity Window Resource Preferences and Defaults
    3. Assigning and Removing Roles, Resources Expenses Suggested Setup
    4. Workshop 16 - Assigning Resources and Expenses to Activities
  5. Chapter 5 : Resource Optimization
    1. Reviewing Resources Part 1 Activity Usage Spreadsheet
    2. Reviewing Resources Part 2 Activity Usage Profile
    3. Reviewing Resources Part 3 Resource Usage Spreadsheet
    4. Resource Usage Profile Part 4 and Bucket Planning
    5. Resource Assignment Window to Resolving Peaks and Conflicts 2024
    6. Resource Leveling, Leveling Guidelines and Resource Curves
    7. Workshop 17 – Resources Optimization
  6. Chapter 6 : Updating A Resourced Schedule
    1. Budget Values, Baseline Values and Current Date
    2. Information Project Windows Defaults for Schedule Updating
    3. Percent Complete Types, Steps and Updating a Schedule
    4. Updating Resources and Updating Expenses
    5. Workshop 18 – Updating a Resourced Schedule

Product information

  • Title: Resource Management with Oracle Primavera P6 PPM Professional
  • Author(s): Paul E. Harris
  • Release date: July 2024
  • Publisher(s): Packt Publishing
  • ISBN: 9781801813655