How to assign resource / resource loading / make resource plan in Primavera P6

In Primavera P6, after finish creating the schedule, you may need to assign resource to activity to make the resource plan.

I will show you how to do it.

Let say you have a schedule like in below picture:

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-1

To assign resource, first you need to create one.

Go to menu Enterprise -> Resource.

Click on Plus icon to create a new resource.

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-2

In my case, I create 4 resources in Material type.

For the Unit of Measure, if you don’t see the Unit you need, Go to menu Admin -> Admin Categories

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-3

Go to Units of Measure tab and click Add to create a new Unit

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-4

After finish creating resource, Go back to Activities window (Go to menu Project -> Activities)

Select activity, Go to Resource tab, click on Add Resource:

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-5

Click on Display -> Filter By -> All Active Resource to see your resource

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-6

Select the resources you want to assign and click Assign button:

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-7

In Budget column, enter the correct quantity:

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-8

By default, when you assign resource to activity, the unit will be distributed linearly. For example: assign 80 m3 to 10 days activity, each day will take 08 m3.

In case you don’t want distribute resource linearly, you can show the resource curve column. Right click in Resource tab, click Customize Resource Columns:

How to assign resource, resource loading, make resource plan in Primavera P6-18

Show the Curve column.

How to assign resource, resource loading, make resource plan in Primavera P6-19

Click on the Curve column and select Back Loaded for example.

How to assign resource, resource loading, make resource plan in Primavera P6-20

Now we can see the resource is distributed more at the end period of activity:

How to assign resource, resource loading, make resource plan in Primavera P6-21

Go to menu Project -> Resource Assignments. We can make the layout look like below picture:

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-9

(You can download the Primavera layout here)

Now we can easily see the Quantity Plan:

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-10

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-11

Another useful report is Concrete Plan Chart.

Go to Activities window, Click on Resource Usage Profile.

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-12

Select Concrete resource, on the chart area Right click and select Resource Usage Profile Option:

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-13

Adjust option like below picture:

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-14

Now we can have the report like this:

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-15

(You can download the Primavera layout here)

Later, when we update process (having Actual data), the report will be like this:

how-to-assign-resource-resource-loading-make-resource-plan-in-primavera-p6-16

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Author: Khuong Do

Khuong Do is a Project Planner in Civil, Transportation and Oil & Gas Industry. He has worked as a Primavera Consultant Specialist since 2006 . He holds a Civil Engineering degree and a Bachelor of Information Management System. Now he is working in Petronas RAPID project, one of the biggest Refinery and Petrochemical complex, in Pengerang – Malaysia.

16 thoughts on “How to assign resource / resource loading / make resource plan in Primavera P6”

  1. You wrote: In Primavera P6, after finish creating the schedule, you may need to assign resource to activity to make the resource plan.
    But activity duration estimates and the whole schedule depend on resource capabilities and availability!
    Resource plan shall not and cannot be made AFTER the schedule was created!!!

    Like

    1. Hi,
      Yeah, you’re right. We should create schedule based on resource productivity and availability.
      However for beginner, we usually use the schedule function first, then after a few month getting familiar with P6, we start to use resource function.
      So, using resource is some kind of advanced level.

      Like

  2. Hi Du Doy;
    Thank you for this helpful post. I have a confusion about how to use an Excel file to resource load a large EPC schedule. what is the data we need? Quantities or Man hours? The activities should be fixed duration and Unit or Fixed duration and Unit/Time ? How do we determine Unit/Time? (I am aware of the formula between Unit, Unit/time,Duration).
    Please I am stuck in this. Can you get this dumb person out of confusion?!
    Regards,
    Matt

    Like

  3. Hi Do Duy;
    Thank you for this helpful post. I have a confusion about how to use an Excel file to resource load a large EPC schedule. what is the data we need? Quantities or Man hours? The activities should be fixed duration and Unit or Fixed duration and Unit/Time ? How do we determine Unit/Time? (I am aware of the formula between Unit, Unit/time,Duration).
    Please I am stuck in this. Can you get this dumb person out of confusion?!
    Regards,
    Matt

    Like

      1. Hi Doduykhong;
        Thank you for your help. When you have a large schedule (e.g. 10000 activities ) and multiple disciplines, you have to export and import via Excel. can you help me on this please. I am badly stuck !!
        What I mean, when you have a large schedule and then you are given quantities and manhours to resource load a schedule you have, how would you do that? Thank you

        Like

  4. Thanks Mr. Khuong for your posted. Can you advise me how to re-assign resource after the project has been baseline and have actual (For some reason, my resource was deleted)? Because without these resource, the plan (schedule)% complete is 0%.

    Thanks,

    Like

  5. Hi Sir. I’m also at RAPID Project. Can I have a private class with you to learn more about P6. Do contact me at +60112739 7983. Thanks in advance.

    Like

    1. Hi Rizal,
      I can not open a class with 1 attendee because the cost will be quite high.
      Kindly chat with me through my linkedin account if you need to discuss further.
      Regard
      Khuong

      Like

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