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Introducing Charlie Edmonds
Senior Principal Consultant with Pcubed – 13 years of
providing Portfolio, Programme and Project
Management (PPPM) based solutions.
Microsoft Specialist: Managing
Project and Portfolios with Project
Server
Microsoft Specialist: Managing
Projects with Microsoft Project 2013
Microsoft Certified IT Professional
﴾MCITP﴿: Enterprise Project
Management with Microsoft Office
Project Server
3
About Pcubed
Global Reach, Local Expertise
Pcubed is a global consulting leader in project,
programme, portfolio and change management,
specialising in complex business transformation and
innovation and has 30 offices, 1100 consultants and a
broad network of specialist associates.
Challenges We Address:
•Strategy execution
•Cost and complexity reduction
•Innovation and new product development
•Technology enabled business change
•Delivering M&A value
Pcubed
Pcubed’s pragmatic flexible approach and
industry expertise cuts to the heart of issues to
deliver results quickly and build internal client
capabilities.
Speed to Value, Sustainable Change
Founded in 1994,
Pcubed has
helped deliver
global initiatives
on time and
budget for more
than half of the
Fortune 500 in
over 50 countries
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So, what shall we do today?
By properly managing and optimally
utilizing your resources, your organization
can develop and retain its world-class
workforce while simultaneously realizing its
business strategy
5
Resource Management within Project Server
Optimizing Resources across your Portfolio
The Pcubed Resource Management (RM) Module
Agenda
Resource Plans in Project Server
6
0365, Project Online and the SKU soup
Sharing and collaborating features in MS Project and
Project Online
Resource Management
within Project Server
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The Basic Concepts
Access you
project in
PWA
Go to the
Resource
Plan
Create
proposal /
forecast
The Enterprise Resource Pool
Load Resource Requirements across Projects
Resource Types
Building your Project Team
View Availability for Resource Groups
Visibility of Firm vs Planned Resource Commitments
8
Critical Success Factors
Access you
project in
PWA
Go to the
Resource
Plan
Create
proposal /
forecast
Resource Loaded Projects
Resource Pool
Resource Capacity
Visibility of Firm vs Planned Resource Commitments
The following are 3 factors that are critical to realize the benefits of using MS Project Server for resource
management within your project environment.
9
0365, Project Online and the SKU soup
Sharing and collaborating features in MS Project and
Project Online
Resource Plans in Project
Server 2013
10
Creating a Resource Plan
Access you
project in
PWA
Go to the
Resource
Plan
Build the
Team
Create
proposal /
forecast
Set the
“Calculate
From”
Save and
Publish the
plan”
11
0365, Project Online and the SKU soup
Sharing and collaborating features in MS Project and
Project Online
across your
Optimizing Resources
Portfolio
12
Maximize resource utilisation
Access you
project in
PWA
Go to the
Resource
Plan
Create
proposal /
forecast
Assess resource demand versus availability and identify gaps
Model headcount decisions
Finalise and communicate delivery roadmap
Adjust project scheduled to maximize resource utilisation
13
0365, Project Online and the SKU soup
Sharing and collaborating features in MS Project and
Project Online
Introducing the Pcubed
Resource Management
(RM) Module
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Standard request / allocation process
Structured workflow and capture of relevant data
Integrated with Project Server
It provides the capability to track:
• What the Project Manager originally requested
• What the Resource Manager supplied
• What the Project Manager actually assigned
• What the resource actually did
The Pcubed RM Module
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Evolve and mature the way you mange projects
RM Module Process
In its simplest form the Pcubed RM Module process can be described as follows:
Project Manager – Define the demand and agree the supply
Resource Manager – Manage a request after it has been submitted
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Evolve and mature the way you mange projects
Role
Request
Status
Available
Options
RM Module Workflow
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Desktop
• Task Path analysis
• Presence awareness
• Project based Dashboard reporting
• Easier to get started
• App!
Contact [email protected]
+44 (0) 207 462 0100
www.pcubed.com
@PCUBED