About Resource Management

Resource Management › How to Get Started with Resource Management › Introduction to Resource Management

Introduction to Resource Management

As a resource manager, you manage the assignments of employees, contractors, and nonlabor assets. Resource managers can be temporary project leaders or full-time department heads. Project managers often use Resource Management features, such as creating requisitions and finding resources.

The Resource Planning pages offer the following ways to manage resource and role allocations:

By investment by week
By investment start and finish dates
For a single investment or multiple investments
In a graphic histogram that contrasts resource availability and allocation
In a table that shows you allocation information by investment, resource, or role

Changes that you make on the Resource Planning pages update the data on the investment. You can view the changes that you make on the Resource Planning pages on the Team Staff page for the investment.

Best Practice: When you adjust resource allocations, inform the investment manager about the changes. The manager can then adjust task assignments and the schedule for the investment to accommodate the changes to team members you introduced.

The following table lists the Resource Planning pages with portlets.

Resource Planning Page	Description	Portlets
Capacity	This page lists overall resource demand against resource capacity across all investments. The page aggregates information by role and presents information by month. You can view how total demand varies from total capacity for each role.	Role Capacity Histogram Role Capacity
Organizational Demand	This page lists and aggregates demand for all investments and resources by OBS. You can view allocation data at different levels within the selected OBS unit.	OBS Resource Aggregation OBS Investment Aggregation
Top Down Planning	This page lists investments and the resources and roles that are allocated to each investment.	Top Down Planning by Investment
Workloads	This page uses a graphical format to display the combined allocations across all investments for the assigned resource. Use this page to compare the availability with the number of hours that are allocated for a resource to an investment.	Resource Workloads
Allocations	This page provides several options to view and edit resource allocations on individual investments.	Weekly Detail Allocation Discrepancy
Unfilled Allocations	This page provides a list of roles that are booked to all investments and displays unfilled demand across your organization.	Unfilled Requirements
Bookings	This page provides a list of resources with information about their booking status for all investments.	Booking Status

These portlets are designed for a resource planning user that has global access to all resources in the system. As a resource manager or administrator with global access to all resources in the system, you can manage the planning aspect of investment work. We do not recommend configuring a user with instance or OBS unit access restrictions. This practice can reduce the performance of these portlets.