How to use Role Limits in P6

Saturday, 26 January 2013
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Resource Management is an essential part of effective Project Management. Primavera P6 has a host of features available to help you manage resources across multiple projects. The P6 Resource Management module includes the Resource Usage Profile, which can be utilized to effectively analyze resource and role utilization.

The Resource Usage Profile allows you to look over resource or role usage while in a single project or across the entire enterprise helping you to identify resource and role over-allocation and underutilization. When used in conjunction with the Role functionality in P6, the Resource Usage Profile can be utilized to determine whether you have the capacity to fill various roles required for future projects. “Role Limits” can be established to help you to identify areas of role over-allocation or underutilization. This Primavera P6 tutorial identifies the two available methods for establishing Role Limits to support effective Resource Management.

What is a Role in Primavera P6?

Roles are project personnel job titles or skills, such as mechanical engineer, inspector, or carpenter. They represent a type of resource with a certain level of proficiency, rather than a specific individual. Roles can also be assigned to specific resources to further identify that resource's skills. For example, a resource may have a role of a engineer and manager.

You can create a set of roles to assign to resources and activities in all projects in the enterprise. P6 will let you establish an unlimited number of roles and organize them in a hierarchy for easier management and assignment. The set of roles you assign to an activity defines the activity's skill requirements. You can also define unique price per unit rates for each role for accurate cost planning.

Roles can be temporarily assigned during the planning stages of the project to see how certain resources affect the schedule. Once you finalize your plans, you can replace the roles with resources that fulfill the role skill levels. Five proficiency levels can be assigned to roles: Master, Expert, Skilled, Proficient and Inexperienced. Roles can be assigned in the Resource Details window or from the Roles dialog box.

Resource/Role Usage Profile

In our complete article located here: we go over the step by step process below will help illustrate the options for displaying Role Limits in the Resource/Role Profile to assist you with effective resource/role planning. 

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