Structuring Projects
3)Select the OBS element you want to delete, then click Del/Merge.
If the OBS element you want to delete has work breakdown structure (WBS), issue or threshold assignments, you are prompted to merge the element with its parent OBS.
4)Click Yes.
Note
If you delete a parent OBS element, all of the elements contained in the parent element are deleted.
View the OBS chart display
Use the OBS chart to view a graphical display of OBS information.
Choose Enterprise, OBS, then click the Display Options bar and choose Chart View.
Tip
To view the OBS table display again, click the Display Options bar, then choose Table View.
Change the OBS chart display
1)Choose Enterprise, OBS, then click the Display Options bar and choose Chart Font and Colors.
2)To change the appearance of the display's text, click Font, then select a new font.
3)To change the display's background color, click Back Color, then select a new color.
4)To change the display's OBS box color, click Box Color, then select a new color.
Tip
To change the displayed information, click the Display Options bar, choose Chart Box Template, then select Customize.
Defining Resources and Roles
Resources
Resources
Resources include the personnel and equipment that perform work on activities across all projects. Resources are generally reused between activities and/or projects. In P6 Professional you can create a resource pool that reflects your organization's resource structure and supports the assignment of resources to activities. P6 Professional also enables you to distinguish between labor, material, and nonlabor resources. Labor and nonlabor resources are always time-based, and material resources, such as consumable items, use a unit of measure you can specify. You can create and assign resource calendars and define a resource's roles, contact information, and time-varying prices.
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Define a master list of resources consisting of the resources necessary to complete the projects in your organization. Then, group resources to create an easily accessible pool from which you can draw when assigning resources to a project. For each resource, set availability limits, unit prices, and a calendar to define its standard worktime and nonworktime, then allocate resources to the activities that require them. To enable grouping and rollups of your resources across the organization, set up resource codes and assign code values.
Resources are different from expenses. While resources can be time-based and generally extend across multiple activities and/or projects, expenses are one-time expenditures for nonreusable items required by activities. P6 Professional does not include expenses when leveling resources.
Primary Resources
P6 Professional allows you to assign primary resources to activities. An activity's primary resource is typically the resource who is responsible for coordinating an activity's work.
Resource Security
Resource security allows the administrator to restrict your resource access by assigning you to a node in the resource hierarchy. That node is your root node. Once assigned to a resource node, you have access only to your root node and all of its children. In the Resource Assignments window you still have access to current project resources even if they are outside your root node.
Add a resource
1)Choose Enterprise, Resources.
2)If necessary, click the Display options bar, then choose Filter By, All Resources, to display the resource hierarchy.
If resource security is enabled, you can only view resources you have access to. Therefore, you can add a new resource only to the hierarchy you have access to.
3)Select the resource to which you want to add a new child resource.
You can use the arrow icons on the Move toolbar to position the new resource after you add it. You can also display the resource hierarchy as a list rather than a hierarchy; when you display a resource list, the new resource is added at the root level of the hierarchy. To switch between list and hierarchy views in the Resources window, click the column label furthest to the left in the Resources window.
4)Click 
on the Edit toolbar or choose Edit, Add.
Depending on your user preferences, the New Resource wizard may start. Follow the prompts on each dialog box to create the resource.
5)Click each tab in Resource Details and enter the resource's information.
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Tips
If resource security is enabled you can add a resource only under your root node. Under your root node, you can select any resource node and click the Add button. The new resource is added as a child to the selected node.
You can indent or outdent any resources you have access to, except your root node. Since your root node is the highest level of resource you have access to, you cannot outdent any other resources to the same level. By changing the position of a resource in the resource hierarchy, you change the resource's accessibility for all users that are assigned to that resource.
You can enter the default units/time as a numeric valued followed by a forward slash (/) and the appropriate time duration, depending on your user preference setting for time units, or as a percentage for labor and nonlabor units.
You can use limits to delay the start of a resource in the project schedule until the resource is available. For example, if a resource is hired in August but does not start until September, you can add their activities and assignments to the project and then set the resource limits as follows:
Effective Date |
Max Units/Time |
|
|
10AUG01 |
0h/h |
|
|
10SEP01 |
1h/h |
|
|
Note
If you intend to use Oracle Analytics Publisher (formerly BI Publisher), avoid using commas when creating data other than Project names. The way that data other than Project names is passed to BI Publisher can cause a comma to be interpreted as a delimiter between data items.
When connected to a P6 Professional database: The email address and office phone number you type in the Resources window General tab overwrites the email address and office phone number recorded in the Users dialog box, if that information is different. Likewise, email and phone information you enter for a resource in the Users dialog box overwrites the information in the Resources window.
When connected to a P6 EPPM database: The email address and office phone number you type in the Resources window General tab overwrites the email address and office phone number recorded using P6, if that information is different. Likewise, email and phone information you enter for a resource in P6 overwrites the information in the Resources window.
Adding resources using a wizard
Resources include the personnel and equipment that perform work on activities across all projects. You can create a resource pool that reflects your organization's resource structure and supports the assignment of resources to activities.
If the Use New Resource Wizard checkbox is marked in the User Preferences dialog box, the New Resource Wizard displays each time you add a resource to guide you through the process.
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View resources
1) Choose Enterprise, Resources.
Note
If you cannot see all resources, resource security may be enabled. In that case, you can only see resources you have access to.
Define resource shifts
You can globally define shifts that span specific workhours over a period of time. You can also apply one or more shifts directly to specific resources.
1)Choose Enterprise, Resource Shifts.
2)Click Add, then type the new shift’s name.
3)Click Modify to define the workhours for the new shift.
4)Click Add, then enter the start hour for each shift segment.
The total shift hours must add up to 24 hours and each shift segment must have a duration of at least one hour. The start hour must begin and end on the hour, for example, 8:00, rather than 8:30 A.M.
Note
This note applies only when P6 Professional is connected to a P6 Professional database because leveling in P6 does not consider shifts.
Shift hours are considered when calculating units and prices during leveling. The resource calendar is used to determine when the resource can work; the limits for that period are determined from the shift definition for that resource. The minimum resource availability for every shift must satisfy the minimum demand for the resource so that the resource can be leveled properly. Limits defined outside the boundaries of the shift definition are ignored. Since shifts are defined at the resource level, all projects are leveled using that resource according to the shift definition.
Display resource details
1) Choose Enterprise, Resources, then choose View, Show on Bottom, Details.
Note
If resource security is enabled, you can only see resources you have access to.
Calculating cost when using multiple resource rates
The total cost for a resource assignment takes into consideration any changes in the price/unit over the course of the activity.
When connected to a P6 Professional database: Enter a price/unit for each rate type (defined in Admin Preferences, Rate Types) in the Units & Prices tab in the Resources window.
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