Primavera (MOSC)

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How to request resources or staff role assignments for a project?

edited Nov 29, 2019 4:01AM in Primavera (MOSC) 1 commentAnswered

I'm currently using release 17.12.6 of P6 and I'm using the standard views.  I would like to setup P6 for two different use cases.

1. A project manager requests that resources be assigned to all the activities in their project.  The activities already have a role assigned.  This role assignment needs to be staffed.  I'd like to select all the activities in the project and request that resources be assigned.  I find that I can go activity, by activity and in the Assignment tab of details select to request resources.  I want to do this in one step for all activities.

2. I'm a manager and I'd like to staff a named resource to work on one or more projects.  I find that I can do this on the Team Usage page in the Projects module or the Analysis page of the Resources module, but this shows me a lot of projects.  Team Usage I must look at all projects.  Analysis can be set to look at a portfolio of projects.  I find this to be too many clicks, but this does retain the role assignments planned units.  If I fill in the resource column on the Assignments page, P6 is

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