Before starting the project, you must make the following settings:
1-Putting the start and end dates of the project that are in the contract.
2-Make settings in Defaults To as shown below:
3- Setting Tab in Project as shown below :
4- Calculations Tab in Project as shown below :
5- Define Hours per Time Period settings globally on the Admin Preferences, Time Periods tab, or they can specify that the Hours per Time Period settings should be defined per calendar.
6- Configure Time Units and Select a Units/Time Format. Units/Time values can be entered as a ratio or percentage and will be automatically converted to the chosen format.
7- In essence, under the Calculations User Preference in Primavera P6, choosing 'Preserve the Units, Duration, and Units/Time' means the system will bypass the Duration Type and apply default settings to all resources. On the other hand, the 'Recalculate' option ensures the activity's duration type is respected. While this explanation simplifies the actual process, it effectively communicates how these settings impact resource assignments.
8- Creating and Assigning Calendar in Primavera P6 for your project .
9- Set resource type, calendar and Currency and Overtime .
Resource Type
Labor: Choose to indicate that the selected resource performs labor.
Nonlabor: Choose to indicate that the selected resource does not perform labor.
Material: Choose to measure the selected resource in units other than time.
Unit of Measure: Select a unit of measure to use for the selected material resource.
Currency and Overtime
Currency: The currency associated with the resource's costs. By default, this field displays the view currency selected in User Preferences when the resource was added.
Overtime Allowed: Mark to indicate that the selected resource can log overtime hours for assigned activities.
Overtime Factor: The multiplication factor used to calculate the selected resource's overtime price (standard price * overtime factor = overtime price). You can type a new factor. Overtime factors must be between 0 and 10.
Profile
Calendar: The name of the selected resource's assigned calendar.You can assign a new shared resource calendar.Create Personal Calendar resource
Create Personal Calendar: Click to create and assign a personal resource calendar for the selected resource. This button is disabled if the selected resource is already assigned a personal resource calendar or if you do not have the Add/Edit/Delete Resource Calendars global privilege. When connected to a P6 EPPM database, this privilege is defined using P6.
Default Units/Time: The units/time applied to all new resources. You can type a new units/time. If you change the default units/time, existing resource assignments are not affected.
Auto Compute Actuals: Mark this checkbox to automatically calculate the selected resource's actual quantity of work according to project plan.
Calculate costs from units: Mark this checkbox to indicate that any new assignments for this resource will have its costs recalculated whenever any quantity changes occur.