Primavera P6 Tutorials: Creating a Resource using New Resource Wizard

Primavera P6 Tutorials: Creating a Resource using New Resource Wizard

Primavera P6 TutorialDid you know that you can use the Primavera P6 New Resource Wizard to assist you with the setup of Resources?

Check out our video Primavera P6 Tutorials: Use New Resource Wizard for a demonstration of the latest installment in the Primavera P6 Tutorials video series. The 8 step instruction process is also covered in detail below.

In order to access the P6 New Resource Wizard, it must be enabled in your “User Preferences”. Go to your “Edit” menu, select “User Preferences”, access the “Assistance” tab & then check the box to enable the wizard.

Step #1 After enabling the P6 New Resource Wizard, go the Resource window. Select the “node” or parent for the new resource on the Resource hierarchy and click the “Add” button on the command bar.  You will enter the Resource ID & name on the first step of the wizard & then select “next” to advance to the next step.

Step #2, Specify the type of resource (labor, non-labor, or material)

Step #3 Enter the unit price, defaults units per day & maximum units per day for the new resource

Step #4 Enter the office telephone & email

Step #5 Assign “Roles” to the new resource. You can assign multiple roles, identify the proficiency of the resource when performing the role, and designate the “Primary Role” for the resource

Step #6 Select the resource calendar. You can choose from a list of existing calendars or you can create a new calendar

Step #7 Identify whether to “auto-compute actuals” for the resource

Step #8 Enter information for the Progress Reporter

When you have completed the set up of the New Resource Wizard, your resource will now be displayed on the resource window! Please visit for our website for more Primavera P6 tutorials or check out our Youtube channel: Mid State Solutions.

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