Resource Loading in Primavera P6 - 5 Tips to make it EASIER

hey these five tips I'm going to give you in this video are going to help you make your resource loading in Primavera P6 easier to do you're going to be able to analyze your resources on your schedules these are the best tips that I've learned in my 15 years as a trainer and a scheduler using Primavera P6 I don't know if you're resource loading your projects yet if you're not you should be and you should be using these tips and if you are already using resources in P6 I'm going to give you some additional tips are going to help you make your life a whole lot easier if you're ready let's go number one is resource load the easy way that's right there's some buttons and some tools in Primavera P6 that most of us are skipping over we're going one at a time and I'll show you that now if you've never resource loaded a project before you might be intimidated what should I be adding should I be adding operators should I be adding materials hey let's just put in our cruise that's the most important piece we want to put in our cruise and we want to analyze what our crew usage is so focus on that so how do I use these tips what are these buttons I'm talking about okay let's have a look we can use the add resource button down here in the resources tab underneath each activity but check it out what if I want to add a crew to all of these activities well I can highlight and I can use these buttons on the right to quickly add my excavation crew and to get it added to every activity look at this if I want to swap out the excavation crew over here same button in this same little guy there's a swap button use a swap button swap out excavation crew for the pipe crew the swap is done use these buttons they're going to make your life a whole lot easier and let your resource loading happen so much faster number two Cruise not individuals when we're putting our resources into P6 when we're setting things up for resource loading in our dictionary put in your cruise don't put in individuals and in fact make sure you name your resources with an appropriate crew name for example not welder but welding crew that can be a really important indicator that it's not an individual but that it's crucial so look how I've done it here I've got my excavation crew my tunneling crew also down here have welder I don't want to have welder I want to have welding crew okay so set up excavation crew like this now this is important especially when we get to units and prices because units and prices have this field that's called Max units per time which indicates how how many resources you have this is your productive capability and it's usually in hours per day you might have to turn the units on here so if I have 40 hours per day for an excavation crew it means I have one crew that crew can execute 40 hours in a day if I have multiple Crews I'll increase that number that's why you set up cruise don't set up individuals because you don't want to have this Max units per time to be a huge number representing all the different people you have keep it simple it'll make your life a whole lot easier number three focus on important resourcing data ignore the noise again P6 has got so much noise what is noise extra feels all this stuff that we don't need at all have a look at my screen down here on the resources tab I have primary resource we don't care about that field we have remaining units per time that's not a primary field we focus on we have a leg start finish we don't care about any of that stuff including roll those are not the fields that are going to help you make your resourcing easy effective and simple let's get focused on the fields that are important I teach this stuff in my Primavera P6 foundations course a course that goes deeper in resourcing if you're interested in that check it out but we talk about what fields are essential for resourcing and I teach you how to build a series of layouts and these are layouts that you can use over and over and over in fact they're layouts you might use for your entire P6 career I teach those in that course and I'm going to give you some of the tidbits right here here are the fields that we care about let's start with resource ID name we want to have the ID and the name so use that one not just resource name late resource type this is optional if you're using different types of resources labor non-labor I like it so I use it I really recommend you create a user-defined field that you can use on the resourcing tab called notes you can leave notes in here the most important fields are these three original duration gotta have that here budgeted units per time super important indicates how many resources you have assigned to this activity budgeted units that's your man hours actual units if you're going to progress remaining units if you're going to progress and if you're interested in cost at all you'll also include price per unit and budgeted cost set these up save the layout use this over and over and over I set up this layout at all of my projects and you should do number four know how P6 resource data is calculated you need to know this equation original duration times budgeted units per time equals budgeted units this is the core equation for resourcing you need to know that the duration times the number of Crews that I have assigned equals my total man hours if you don't understand this equation it's going to mess up all of your resourcing you need to know that this equation is stays put this is also affected by Fields like duration type and as you're adding and removing additional resources you want to monitor that this equation is always being calculated the way you want it to so Focus there on that equation and make sure you know how the P6 data flows number five is calendars are King in Primavera P6 that's right if you want all this to work you need to be meticulous with your calendars don't use personal or crew calendars what are those okay so let's go back to our resource dictionary and you'll notice on this details tab for any resource there is a profile area and a calendar that can be assigned I highly recommend if you want to keep this simple and straightforward and not complicate your life you assign a global calendar it should be the same Global calendar you are using on the project if you're using a project calendar copy it to a global calendar and assign it here do not create personal calendars why personal calendars on resources will affect all sorts of things your activities will still be scheduled properly according to the activity calendar but when you get to looking at graphs which we're super interested in doing using the resource usage profile your graphs will be affected by any personal calendars and if they do not match the way that the activity calendar is set up you're going to be in a world of pain and confusion calendars are king and Primavera P6 make sure that they are consistent assigned to your resources as well as assigned the same calendars assigned to your activities I hope you learned something here if you did let me know leave me a comment like this video subscribe to the channel to get our videos in your notifications list and don't forget to check out our courses you will go from newbie to master with our online courses at plantacademy.com or check out this video here is that it or do you want something else hello

Channel: Plan Academy Inc.

Views: 14,361

Keywords: primavera p6 training, primavera p6 tutorial, oracle primavera p6, primavera p6 course, primavera p6 videos, primavera training, scheduling, plan academy, p6 tutorial, cost loading in primavera p6, resources, resource loading in primavera p6, resource loading, 5 tips for resource loading, how to resource load in p6

Id: yXqaXAUBpQo

Length: 8min 10sec (490 seconds)

Published: Fri Jan 20 2023