Overview
Use this section to configure resource assignment and staffing options.
Screen Elements
Resource Assignments section
When adding or removing multiple resource assignments on activities options
When adding or removing multiple resource assignments, you can choose to preserve or recalculate units, duration, and units/time. Choose from the following options:
Preserve the Units, Duration, and Units/Time for existing assignments: Choose this option for units, durations, and units/time to remain constant when additional resources are assigned to any activity. Regardless of the duration type of an activity, this equation is always true:
Remaining Units = Remaining Duration x Remaining Units/Time
Recalculate the Units, Duration, and Units/Time for existing assignments based on the activity Duration Type: Choose this option to calculate a resource assignment’s remaining values based on the activity’s duration type, specified in an activity's General tab.
When assigning a resource to an existing activity assignment options
When selecting a resource to staff an existing role assignment or replacing a current resource assignment with a different resource, you can choose to always use the current units/time and overtime factor of the new resource or you can choose to be prompted every time so you can select the units/time and overtime factor you want to apply to the assignment. Choose from the following options:
Always use the new resource's Units/Time and Overtime factor: The manual future period values of the existing resource assignment may be respread across future period buckets based on the new resource's values.
Always use current assignment's Units/Time and Overtime factor: The unit values for the new resource are spread evenly over future period buckets and the manual future period values for the existing resource assignment are not changed.
Ask me to select each time I assign: Every time you make an assignment, the application will ask whether it should use the units/time and overtime factor for the new resource or the current assignment
When a resource and role share an activity assignment options
When selecting a resource to staff an existing role assignment or specifying a role for an existing resource assignment, you can choose to always apply either the resource or role rate (Price/Unit) to the assignment or you can choose to be prompted every time so you can select which rate you want to apply. Use the following options:
Note: The assignment Rate Source field indicates whether the resource or role rate is applied to an assignment. The Rate Source, along with the Rate Type, determines the price/unit value used to calculate costs for the assignment.
Always use resource's Price/Unit: The manual future period values for the existing role assignment may be respread across future period buckets based on the new resource's values.
Always use role's Price/Unit: The manual future period values for the existing resource assignment may be respread across future period buckets based on the new role's values.
Ask me to select each time I assign: Every time you make an assignment, the application will ask whether it should use the resource's or role' price/unit.
Display the role limit based on options
In P6 Professional and P6, you can define the maximum availability (limit) over time for each role in the Roles dictionary. In P6, role limits are displayed in charts, histograms, and spreadsheets that display role allocation data, such as the Capacity Planning chart and Role Usage histogram. Use the following options:
Custom role limit: Determines whether role limits are calculated based on customized role limits.
Calculated primary resources' limit: Determines whether role limits are calculated using the limit defined for each role's primary resource. This option respects your assigned resource security so that resources which are not relevant to you are not calculated into the role limit. This is the default option.
Resource Staffing section
Automatically summarize project after assigning resources option
Determines whether to summarize a project after you assign resources. Because availability calculations for resource staffing features are based on summary data, choosing this option ensures that your staffing decisions are based on the most up-to-date resource allocation data.
When this feature is enabled, you can check the status of the summarizer job in the View Service Status dialog box.
Within the resource staffing feature, click on an activity name to show limited activity details, based on whether you select Display Resource Assignments, Display Notebook, and/or Display Steps.
An administrative setting is also required to implement this feature. For more information, contact your P6 administrator.
Display Resource Assignments option
Determines whether to display an activity's resource assignment details, for example, planned units and remaining units/time.
Display Notebook option
Determines whether to display activity Notebooks when viewing activity details.
Display Steps option
Determines whether to display activity steps when viewing activity details.
Number of available items to search for Roles, Resources, and Resource Codes field
The number of search criteria items allowed when searching for resources to staff activities.
Getting Here
- Click the User menu and select My Preferences.
- On the My Preferences page, click the Global tab.
- On the Global tab, select Resources.