In order to appear when using the project-level filter, a resource or role must be assigned to an activity. The project manager most typically plans the project schedule using trade skills and not individual resources. Schedule work is therefore initially assigned to roles. A schedule in which all relevant activities have roles or resources assigned is called a resource loaded schedule.

Assigning resources to activities by role facilitates resource staffing for activities because you can use roles with specific skill sets as resource assignments until specific resources can be assigned.

  • Choose Project, Activities.

Primavera P6 professional- activities

 

 

  • Select the activity for which you want to assign a resource.

Primavera P6 professional- Select activity

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  • Display Activity Details, then click the Resources tab.

Primavera P6 professional- Activity Resources

 

  • Click Assign by Role.

Primavera P6 professional- Assign Resources by role

 

  • The Assign Resources by Role dialog box lists the roles assigned to the selected activities. Under each role is a list of resources who can fulfill the role.

Primavera P6 professional- The Assign Resources by Role dialog box

 

  • Select the resource you want to assign. To assign multiple resources, hold down the Ctrl key, then click each resource you want to assign.

Primavera P6 professional- Select Resource

Click the Assign button, then click the Close button.

When a resource and role share an activity assignment (e.g., when assigning a resource to an activity by role), you can choose to use the rate of the resource or role to calculate costs on the activity

 

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