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Resource Management: Capacity Planning to Reporting Actuals
Prepared by:
Thomas Cutting
Project & Process Lead
Volantic, Inc.
Session ID#: 15454
Direction
■ Overview
■ User & Resource Set Up
■ Resource Planning
■ Activity Assignments
■ Forecast Analysis
■ Team Member Updates
■ Email Updates
■ Apply Actuals
■ Usage Analysis
■ Portfolios & Reports
Overview
■ Do we have enough resources?
■ Who is available?
■ When can we get started?
■ How much is done?
■ When will it be complete?
User & Resource Set Up
■ Resource Team
▪ List of Resources
▪ Grouping for finding
similar resources
▪ Can belong to multiple
▪ Can’t assign a team as a
unit.
■ Role Team
▪ Same as Resource Team
but Role focused
User & Resource Set Up
■ Project
▪ Status Updates – Fields, UDFs, and Codes
▪ Status Reviews – Approval
Resource Planning
■ Project or WBS Level
▪ Percentage and Life of Project
▪ Total Spread
▪ Week to Week
Activity Assignments
■ Activity Assignments
▪ Roles
▪ Resources
▪ Rates
Forecast Analysis
■ Available
■ Allocated
■ Assigned
Team Member Updates
■ iPhone
Team Member Updates
■ Web
Email Updates
■ Email Updates
▪ Request
▪ Push
Apply Actuals
■ Spreads Total Effort
Usage Analysis
■ Summarize Projects
■ Actual vs. Remaining
Portfolios & Reports
■ Portfolios & Reports
Volantic Consulting Services
Strategic
Consulting
• Assessments
• Requirements
• Roadmap
Training
• On site
• Virtual
• On Demand
Implementation
• Processes
Optimization
• Change
Management
• Installation
Technical• Integration• Cloud
Management• Custom Apps
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