P6 comparing roles budgeted units with units of resources available

G
Gema Arenas 👤 Member for 9 years 8 months

Good afternoon,

I am trying to find a way where I can assign roles to all the activities in my different projects and do a comparison or perform a gap analysis of the resources available for each role.

The idea is that we can have a look ahead of which week we will be low on resources in comparison to the roles you have budgeted for.

I have found the below steps from another forum which look ideal, but apart from OBS I cannot find how to re-create the idea in P6, unless I am using a different version. Or is it simply allocating the resources to the roles, but then how could I do the gap analysis?

Step 1:

Build Role Breakdown Structure (RBS) - Unstaffed Units in P6

Step 2:

Build Resource Dictionary - Staffed Units in P6

Step 3:

Assign Role to Tasks

Step 4:

Assign available Resources to Roles assigned

Step 5:

Perform GAP analysis using Role Assignment View

Staff vs Unstaffed Profile

Step 6:

Perform Resource Capacity Analysis using Resource Assignment View

Staffed/Resource compared to allocated Limit

I hope I am making sense. Any ideas or guidance would be much appreciated.

Z
Zoltan Palffy 👤 Member for 16 years 11 months

these steps appear to be correct what is not working  ? have you set your role limits  ?

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