Planview Community,
In this post and corresponding video, we will delve into various Resource Management tips and tricks that will empower you to leverage Planview's capabilities to their fullest potential. Let's dive in!
- Get the Most out of RMA by Using the Group By Pivot: By Pivot feature in RMA, resource management assignments can be efficiently managed by organizing data based on various criteria such as work name, resource name, or entity type. The sliding option allows for easy pivoting between different groups, while also enabling filtering by date range for a consolidated view
- Identifying Over- and Under-utilized Resources: By leveraging the Group By Pivot feature with criteria such as resource name and work name, users can analyze resource commitments versus capacity on a date-wise basis. This enables the identification of over-utilized resources facing excessive demand or under-utilized resources with capacity remaining unfulfilled
- What projects are my team working on: By pivoting primarily with the work name and including the resource name, you can easily view the projects your team members are working on. This breakdown allows for a clear understanding of which resources are committed to specific projects
- Holiday Planning: By primarily pivoting with entity type and including the resource name, users can easily identify which resources are taking holidays and when. This straightforward approach provides insights into resource non-working periods and overhead activities, aiding in efficient holiday planning and resource management.
- Forecasting Pipeline Demand: By pivoting with group name organization resource, users can access a consolidated view of organizational resources within a team. This enables analysis of unfilled demands and current commitments, providing insights into total utilization and facilitating effective forecasting of pipeline demand.
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Pawan Raju