Getting Roles Onto Your Master Primavera P6 Plan - First you Have to Find Them
Do you find it tedious and time consuming to locate the resource assignments with missing roles?
When you are building up your schedule it is easy to miss assigning roles to resources, especially if you did not use roles at first and are introducing them after the fact. Another common scenario is when you are importing contractors' P6 schedules and are merging them into your turnaround plan or a large capital program where you are reporting both on resources as well as roles for trades and discipline rollups.
P6-QA - to the rescue!
After you import your contractors schedule, you can run quickly P6-QA on it and it will flag on the project level the things you want to make sure meet your standards. In the example below, we have a problem with missing roles. If all was good, we would see a green indicator. So we have some work to do to get Roles assigned on this project.
Now to see just how big of a problem this is, we can take a look at the sister field that shows you the percentage of resources overall where that problem exists. You need to work through them until you get them from the ‘Red’ or a ‘Yellow’ indicator to a “Green” indicator.
So how do you get these all fixed up?
Well you can work through them in the resource assignments window or you can find them with the indicators at the activity level. At the activity level, one of the activities (just one example) which did not pass the initial Business Process No Role check shows in the activity details. In the resource tab that role is missing on one of the resource assignments. This causes the ‘fail’ indicator attached to activity E1-MIN-040 in the QA-BP No Role column for that activity.
We now assign the required missing roles to the resources on the activities which initially failed the P6-QA Tool role check and re-run the P6-QA check.
We can now see at the project level that the project file passes the P6-QA Business Process – No Role check. (Below)
At the activity level we can also see that now the activities that failed the No Role check initially now have pass indicators confirming they now pass that check criteria.
This is great to self check especially with a team collaborating on master plans and large turnaround projects.
About the Author
Mary Lynn Backstrom, PMP, PMI-SP, PMI-BA – Implementation Specialist
Mary Lynn spent many years filling a variety of project controls duties such as planning, scheduling, analyzing, training and continuous improvement in the Aerospace Industry. Since joining Emerald in 2008, she has been a tremendous asset to the Emerald team. She has worked as a lead scheduler for turnarounds, led sessions for review and troubleshooting of scheduling and reporting, created and given custom training courses for clients, and is a sought after Primavera P6 trainer.
Mary Lynn enjoys some very diverse spare time activities. Along with a variety of outdoor activities such as gardening, she also enjoys making life size lawn ornaments for special holidays like Christmas. Mary Lynn is known for her participation in the community as well. You may have seen her walking in fundraisers in Edmonton and Calgary for the Cancer Society.
