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1 Resource Management in Project Server 2013

Resource Management in Project Server 2013 - Pcubed · 3 About Pcubed Global Reach, Local Expertise Pcubed is a global consulting leader in project, programme, portfolio and change

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1

Resource Management in Project

Server 2013

2

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

4

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

7

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

14

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

15

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

16

Evolve and mature the way you mange projects

Role

Request

Status

Available

Options

RM Module Workflow

17

Thank you for listening

Q&A

18

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