Working with Roles and Resources in Primavera P6 Professional

What you will learn

We’ll show you how to use the resource management capabilities of P6. Through our hands-on training, you’ll learn how to define resources and roles, and assign and optimize them in your project plan—as well as mastering advanced resource topics. This course uses P6 Professional Project Management (PPM), Primavera’s Windows-based, client/server application. It is appropriate for those using P6 PPM—either as a stand-alone application, or as part of P6 Enterprise Project Portfolio Management (EPPM)

Professional Development and Continuing Education Units: Coming Soon!

Learn To

  • Understand the use of Resources and Roles
  • Assign Resources and Roles to activities
  • View Resource Usage reports
  • Analyze resource over-allocation, and perform what-if scenarios
  • Perform resource allocation manually
  • Use advanced features such as Bucket Planning, Levelling Resources, and Storing Period Performance

View summary in PDF


  • Project Managers
  • Resource Managers
  • Project Administrators

Suggested Prerequisites

  • Learning the Basics of Primavera P6 Professional
  • Primavera P6 Professional Fundamentals Rel 8.3

Course Outline

Introduction to Roles and Resources

  • Viewing the Role Dictionary
  • Viewing the Resource Dictionary

Assigning Roles and Resources to Activities

  • Assigning Roles to Activities
  • Replacing Roles with Resources on Activities
  • Assigning Resources Directly

View Resource Usage

  • Resource Usage Profile
  • Stacked Resource Histogram
  • Resource Usage Spreadsheet
  • Assignments Window

Resource Over-allocation

  • Adding Resources to decrease duration
  • Replacing Resources


  • Assign Resources
  • Find and Correct Resource over-allocations

Manual Resource Allocation

  • Linear and Non-Linear Distribution of Work
  • Resource Lag and Resource Duration
  • Resource Curves

Bucket Planning

  • Linear Distribution
  • Bucket Planning
  • Editing Future Period Buckets

Leveling Resources

  • Leveling Overview
  • Handling Resource Conflict
  • Leveling Rules
  • Leveling Priorities
  • Viewing the Leveling Log

Storing Period Performance

  • Financial Periods
  • Past Period Actuals
  • Displaying Financial Periods in Columns


  • Defining Thresholds
  • Running Threshold Analysis


  • Correct Resource over-allocation with the use of lag
  • Use Curves
  • Level the Resource

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