Resource Management

This topic introduces Resource Management.

Resource Management capabilities

Resource Management provides executives and managers with the full visibility into the capacity of their teams and the load placed on them, in terms of both future capacity planning and current execution.

Capability	Description
Capacity planning	Resource Management includes the following tools to facilitate resource capacity planning: Resource pools: track future resource capacity, letting resource managers see available resources and roles for future work. For details, see Use resource pool to track resource capacity. Staffing profiles: plan future resource demand and allocation, helping business identify the resources and roles needed for future work. For details, see Use staffing profile to track resource demand. Resource pools and staffing profiles form an end-to-end resource capacity planning process: Staffing profile managers send resource requests to resource pools, and resource pool managers allocate resources to fulfill these requests. For details, see and .
Current execution	Resource Management includes a set of visualizations and tools including work calendars, standard planning fields on tasks and requests, and resource load and capacity histograms, to help: Managers to analyze the current workload for their teams and optimize operational capacity. Individual resources to view their workload and spot potential trouble areas. For details, see Use Resource Management for work plan and request Execution.

Capability

Description

Capacity planning

Resource Management includes the following tools to facilitate resource capacity planning:

Resource pools: track future resource capacity, letting resource managers see available resources and roles for future work. For details, see Use resource pool to track resource capacity.
Staffing profiles: plan future resource demand and allocation, helping business identify the resources and roles needed for future work. For details, see Use staffing profile to track resource demand.

Resource pools and staffing profiles form an end-to-end resource capacity planning process:

Staffing profile managers send resource requests to resource pools, and resource pool managers allocate resources to fulfill these requests.

For details, see and .

Current execution

Resource Management includes a set of visualizations and tools including work calendars, standard planning fields on tasks and requests, and resource load and capacity histograms, to help:

Managers to analyze the current workload for their teams and optimize operational capacity.
Individual resources to view their workload and spot potential trouble areas.

For details, see Use Resource Management for work plan and request Execution.

Set up Resource Management

Before using Resource Management, administrators should configure the following:

Configuration	Description
Role and skill modeling	Set up roles and skills that can be associated with resources. Use regional calendar to determine available working hours, holidays, and vacations. For details, see Resource Management configuration.
Organizational modeling	Model your organization at the individual and group level. Keep track of where resources are located and to whom they report. For details, see Create and manage organization units.

Configuration

Description

Role and skill modeling

Set up roles and skills that can be associated with resources. Use regional calendar to determine available working hours, holidays, and vacations.

For details, see Resource Management configuration.

Organizational modeling

Model your organization at the individual and group level. Keep track of where resources are located and to whom they report. For details, see Create and manage organization units.

Next steps: