Resource and Role Hierarchies
Resource and Role Hierarchies

_NR_Est Tim:

_NR_Test Set:
Resource and Role Hierarchies

Test Results
Resource and Role Hierarchies

An analysis is a data request from the P6 Analytics reporting database. Analyses used on P6 Analytics sample dashboards are available in the Catalog.


On the global header, click Catalog.

Click the pointer to expand Shared Folders.

Click the pointer to expand the Primavera folder.

Analyses that incorporate resource or role hierarchies are available in the Resource folder.


Click the pointer to expand the Resource folder.

Select the Overview folder.

The Overview folder contains an analysis titled Resource Hierarchy.


Click Open.

The table and chart display Remaining Units, Planned Units, and Actual units for the resource hierarchy.


Click Edit to view the analysis criteria.

Click the Criteria tab.

Click the pointer to expand the Resource folder and view resource-related dimensional options for the Resource Assignment subject area.

Click the pointer to expand the Resource Hierarchy folder.

On the global header, click Catalog to view an example of the role hierarchy used in an analysis.

The table and chart display Remaining Units and Planned Units for the role hierarchy.

Analyses that appear on P6 Analytics sample dashboards are stored in a folder. For example, analyses used on the Portfolio Analysis sample dashboard are stored in the Portfolio Analysis folder.

Resource Hierarchy is selected as a dimension for Planned Units, Remaining Units, and Actual Units in resource assignments.

Resource Hierarchy dimensional options enable you to specify hierarchy levels for analyses.

Role Hierarchy is listed as an available analysis.


Click Open.

Resource and Role Hierarchies

The topic is completed.

Click the + button before the Catalog tree item.
Click the Shared Folders button.
Click the Primavera button.
Click the Resource button.
Click the Overview button.
Click the Open link.
Click the Edit link.
Click the Criteria object.
Click the Resource button.
Click the Resource Hierarchy - (Resource) button.
Click the + button before the Catalog tree item.
Click the Open link.
Frame ID:
 ;
Frame ID: