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Resources features overview

Common Questions

Tips

Related Links

The P6 Web Access Resources section enables you to view resource usage, availability, and staffing requirements to streamline resource planning and management.

In the Resources section, you can:

To access Resources features

You can access Resources features from both the Resources Home page and the Resources action menu.

To access features from the Resources Home page

Click Resources in the global navigation bar to display the Resources Home page. On the Resources Home page, you can organize the resource hierarchy by resource, resource team, resource code, primary role, or your list of favorites. To view or edit a resource item's details, or to analyze allocation for a resource item, click the item name in the list, then choose the Resources tab you want to view: Details, Analysis, or Usage.

Tip: After clicking an item name, P6 Web Access launches the Resources landing page. The landing page may be any available tab in the Resources section (such as Details) and is defined in your assigned user interface view. If necessary, you may be able to change your view preferences to specify a different landing page.

Note: The Resources Home page only displays resources you have rights to access, based on resource security settings.
To access features from the Resources action menu

Click Down arrow on the Resources tab of the global navigation bar to display the Resources action menu, then choose from the following options:

Note: The menu items available in the action menu depend on your security privileges and the settings defined in your assigned user interface view. You can view and modify your personal view settings in View Preferences; however, your ability to modify your settings is based on an administrative option. To access View Preferences, click Preferences at the top of any page, then select the View tab.

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Add Resource

Choose Add Resource to add a new resource. Enter the resource ID and Name, along with additional optional information. To import resources from an Excel spreadsheet *.xls file, click Import from File. When finished adding resources, click Save and Close. Refer to Add resources for more detailed information.

You must have the appropriate security privilege to add a resource.

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Create Resource Team

Choose Create Resource Team to create a new resource team. Resource teams provide a convenient way for you to categorize resources so that you can view data relating to a specific group that interests you.

You can create resource teams and make them available only to you or to all P6 Web Access users, provided you have the required security privilege to create resource teams.

See Add, modify, or delete resource teams for more information.

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Plan Resources

Choose Plan Resources to assign resources and roles to activities, modify resource/role assignments, staff roles, edit resource and role assignment dates, delete assignments, and much more in the Resource Planning spreadsheet.

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View Role Usage

Choose View Role Usage to view role allocation across time (as a histogram) or across projects (as a spreadsheet). Use the histogram to view unit or cost data, along with a limit line, according to the timescale you choose. Use the spreadsheet to view unit or cost data per project.

Refer to the View Role Usage page for more information.

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Manage Role Teams

Choose Manage Role Teams to create, modify, or delete role teams. Role teams let you categorize roles so you can view and analyze data that relates to a specific group that interests you.

You can create role teams and make them available only to you or to all P6 Web Access users, provided you have the required security privilege to create role teams.

Refer to Add, modify, or delete role teams for more information.

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