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Hello everyone, 

I’m looking for advice and insights on how you’re utilizing the Resource Planning module to get a forward looking view of workload. Specifically, I’m interested in understanding how you’re managing and forecasting resource demands and capacity.

Some questions I have: 

  • How do you use the resource planning module to anticipate future workload? 
  • Are you creating dummy projects linked to demand to simulate upcoming work? If so, how effective has this been? 
  • What strategies or practices have you found most useful for aligning resource availability with future project needs? 

 

I’d greatle appreciate any examples, tips, or best practices that you can share. Looking forward to hearing how others are making the most of the tool.

 

Thanks in advance for your insights!

Best regards,

Maca

Hi ​@maria.moran 
We understand you were seeking real-world examples of resource management. While you wait for other contributions, we recommend this article outlining best practices in the field - https://success.planview.com/Planview_AdaptiveWork/Capacity_Planning_and_Resource_Management/Getting_Started_-_Preparing_Your_Environment/Resource_Management_Best_Practices 
 

We'll add you to our list for future webinar invitations on Resource Planning.

 

Hi Maca,

We create draft projects to represent upcoming work that may or may not be executed. These are created automatically via an integration with our business development software that Planview Professional Services created for us. Each project has role-specific user groups attached at budgeted FTEs so Resource Managers can view upcoming expected FTEs for their groups in the Resource Load module.

We also use the Capacity Planning module but haven’t found this to be as helpful because we can’t attach resources to projects in that module to simulate different what-if scenarios for these draft projects.

Carey

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