Resource Assignments - Primavera P6 Settings Explained

hey i'm back let's talk more about p6 settings today we're talking about resource assignment settings in user preferences this one is called so it's on the user preferences calculations tab and it's called long title when adding or removing multiple resource assignments on activities two options okay so there are two options here one is preserve units duration and units per time on the assignment or the second option is recalculate those fields based on the activity's duration type wow that's a really complicated group of settings and explanation let me tell you what this is about okay i'm going to demonstrate so let's set this to preserve the unit's duration in units per time and i have this project open and i'm looking at paul kim look at the values of original duration i need an old man here i'm going to put my glasses on look at the values of duration units per time and budgeted units okay let's assign paul kim again to this activity paul watch what happens this is where the setting takes place watch what happens when i assign paul again it's more or less a clone all of the values are cloned the same duration the same units per time the same budgeted units that is preserving those values now this is the mode that i like to work in preserve those because when i add more resources if i'm building a baseline schedule i don't want it to go and change my estimated duration on me or i don't want it to say make these guys half time by changing the budget units per time i like to work in this preserve setting okay but so you understand how this works we can also go back in here and use the recalculate okay so recalculate actually before i do that let's remove let's remove this previous assignments and now let's go back in and tell it to recalculate now notice there's another field that comes into play here the duration type okay so recalculate based on duration type where's duration type duration type is an activity setting you can find it on the general tab every activity has its own duration type and here you have those four options to pick which fields should get recalculated of those three we were talking about and which should say stay fixed so just to give you a flavor of what happens here let's keep the units fixed and we can go back to the resources tab and let's just assign paul again just keep it simple by signing paul again and when i sign paul again ah have a look my budgeted units which were 440 got divided between the two assignments based on that duration type so the duration type of fixed units keeps the total budgeted units fixed and it divides it across the assignments so that's what the setting does it allows you to use the duration type field or to ignore the duration type field and preserve the values let's go back in there one more time to just have a look i want to give you my recommendation and i think i probably made it clear i like to work in preserved units in time there are a few situations where i do want to use duration types when i'm building a baseline schedule but to be honest it doesn't happen that often let's preserve our values and make sure that we're not changing all of those durations budget units per time and units as we assign more resources i hope you got some value here i hope you learned something in this video if you did click like on the channel or subscribe to us and get notified when new videos come up i'm michael we'll see you soon if you want to learn more about p6 settings and how to use p6 to manage projects please check out some of our courses we have an advanced course we have a foundations course and they would be perfect for you to get your p6 certificate and become a master at primavera p6 you

Channel: Plan Academy Inc.

Views: 4,244

Rating: 4.9175258 out of 5

Keywords: resource assignments, p6 settings, primavera resource assignments, p6 settings explained, resources assigned p6, michael lepage, plan academy, Online p6 Training, P6 Plan Academy

Id: b179nMIUQ8Y

Length: 4min 48sec (288 seconds)

Published: Tue Sep 15 2020