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Achieving an equitable balance between resource capacity and project demand is a significant issue in today’s business environment as companies try to achieve the highest return on investment from their project portfolios. Project & Portfolio Manager 15.4 (PPM) Resource Management helps plan and manage resource capacity and balance it against work demand, a required approach for any project and resource management strategy. This course is for the user who is responsible for capacity planning in PPM. It will show how to create and manage resource and role profiles and capture and define data elements. After the resources are established, the staffing methods (formal and informal), the Resource Finder function, and the resource requisition tools will be demonstrated. In addition, there will be a review of the Allocations screens and Capacity Planning functionality. This training is based on PPM classic interface.
Students should have completed PPM 15.4: Project and Investment Management 200.
1 Day/Lecture & Lab
This course is intended for those users who are responsible for capacity planning in PPM.
- Create Roles and Resources
- Book Project Team Members Using Resource Finder
- Manage Resource Requisitions
- Analyze Resource Data
- Perform Resource Capacity Planning