1. Strategic Capacity Resourcing
UK Customer Event April 2017
Strategic Capacity Resourcing

2. 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

3. + + 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

4. Capabilities
Persona view by Project Manager, Resource Manager has a view and the resources
Approvals element
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

5. Demo
Portfolio Resource

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

7. Resource Demand- Allocated View

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

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

10. 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

11. 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

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

13. 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