Getting Started with Resource Management

Introduction to Resource Management

Resource Management, which is part of Project and Portfolio Management Center (PPM), provides an array of tools for managing personnel related to IT initiatives.

  • Role and skill modeling capabilities unlock the potential of resources, while regional calendars make it easier to accurately determine available working hours as well as holidays and vacations. See Setting Up Resource Management for more information on the setup work that should be completed before using Resource Management.

  • Organizational modeling capabilities keep track of where resources are located and who they report to. See Modeling Your Organization for more information on modeling your organization at the individual and group level using Resource Management.

  • As resources are assigned to tasks and requests, executives and managers have full visibility into the capacity of their teams and the load placed on them, in terms of both current execution and capacity planning for the future.

    • To support future demand and project planning, resource forecasting capability is achieved with staffing profiles and resource pools. High-level visualizations help program and resource managers with assessing project feasibility and timing, and with making advance staffing decisions and allocations. See Using Resource Management for Capacity Planning for more information on using resource pools and staffing profiles to model and plan for resource allocations.

    • To support current demand and project planning, Resource Management delivers a set of visualizations and related tools that managers and individual resources can use to communicate each others' needs and capabilities. These include work calendars, standard planning fields on tasks and requests, and resource load and capacity histograms. See Using Resource Management for Work Plan and Request Execution for more detailed information on using Resource Management visualizations to assess current resource usage and optimize operational capacity.