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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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