Strategic Capacity Resourcing UK Customer Event April 2017 Strategic Capacity Resourcing

The Problem: Typically, Resource Planning involves taking the project plan and adding resources to it…line by line… Mary Tyson Joe Rodgers MT JR This is normally done at the project planning time – too late to change capacity or delay the project

+ + The fully planned projects are then examined together to discover that there is an overbooking of resources. Its too late to do anything about it. After all budgets are set, projects are planned and you are down 45 people! Resource Plan Capacity JR MT Project 1 Project 2 Project 3 + + MT JR MT JR MT JR

Capabilities Persona view by Project Manager, Resource Manager has a view and the resources Approvals element Email notifications and alerts across all stages Easy to Use Interface- Fast Drag and Drop allocation of Resources Insight Dashboards at Portfolio, Department and Project Levels What If Scenario Modelling

Demo Portfolio Resource

Resource Demand Monthly View Drag and Drop Single or Multiple Resource Pools Resource Approval Email Notification Security and Audit Trail

Resource Demand- Allocated View

Settings Set Timespan for Resource Forecast Link to Department Structure Allocate Project Manager as required

History Full Audit Trail of additions and removals Detailed filtering against actions Comments Feature allows for Project Managers and Resource Owners to be emailed/contacted

Projects Dashboard View of Resource By Project View of Demand/Availability and highlights Resource Gap Allows for Resourcing Profile to be amended on the fly

Disciplines- Skills Dashboard Global Dashboard across all skills and disciplines Demand Chart by Skills view Demand Chart by Resource Allocation By Project Analysis Graphically Represented

Portfolio Dashboard Resource Manager Summary Dashboard Summary by all or filter by Skills, Project ,Resources Graphical Representation of Allocation and demand across time range

Scenario Planning Allows for the creation of multiple “what if” scenarios Project Timeline and Resource Capacity can be adjusted to determine if schedule change or increase to resource capacity can solve bottleneck Full Audit Trail of Changes is provided Library of scenarios can be created and loaded as required