Resource Management User Guide
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Project and Portfolio Management Center Software Version: 9.51 Resource Management User Guide Go to HELP CENTER ONLINE http://admhelp.microfocus.com/ppm/ Document Release Date: November 2018 | Software Release Date: November 2018 Resource Management User Guide Project and Portfolio Management Center Legal Notices Disclaimer Certain versions of software and/or documents (“Material”) accessible here may contain branding from Hewlett-Packard Company (now HP Inc.) and Hewlett Packard Enterprise Company. As of September 1, 2017, the Material is now offered by Micro Focus, a separately owned and operated company. Any reference to the HP and Hewlett Packard Enterprise/HPE marks is historical in nature, and the HP and Hewlett Packard Enterprise/HPE marks are the property of their respective owners. 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Project and Portfolio Management Center (9.51) Page 2 of 215 Resource Management User Guide Project and Portfolio Management Center Contents Project and Portfolio Management Center 1 Chapter 1: Getting Started with Resource Management 9 Introduction to Resource Management 9 Chapter 2: Setting Up Resource Management 10 Overview of Setting Up Resource Management 10 Setting Up Resource Management Validations 10 Hierarchical Selection for the Auto Complete List Validation 12 Upgrade Considerations 12 Enabling Hierarchical Selection 12 Hierarchical Display Tab Query Example 13 Using Hierarchical Selection 15 Setting Default Time Period Views 15 Setting Up Roles 16 Creating a New Role 17 Modifying Existing Roles 17 Deleting Roles 17 Setting Up Skills 18 Creating a New Skill 18 Modifying Existing Skills 18 Deleting Skills 19 Setting Up a Regional Calendar 19 Specifying System Default Regional Calendar 19 Setting Up Regions 20 Setting Up Request Work Item Fields 20 Setting Up Resource Pools 22 Setting Up Default Notifications for Staffing Profiles and Resource Pools 22 Default Staffing Profile Notifications 23 Default Resource Pool Notifications 23 Modifying Default Notifications 23 Setting Notification Parameters 24 Setting Up Notification Service 24 Chapter 3: Modeling Your Organization 26 Overview of Modeling Your Organization 26 Setting Up a Resource 26 Setting Resource Attributes 27 Project and Portfolio Management Center (9.51) Page 3 of 215 Resource Management User Guide Project and Portfolio Management Center Setting Up the Resource Calendar 29 Modifying Multiple Resources 29 Resource Security 30 Modeling Organization Units 31 Creating an Organization Unit 32 Building the Organization Model 34 Linking Organization Units to Security Groups 35 Converting Organization Unit Type 37 Deleting an Organization Unit 38 Chapter 4: Using Resource Management for Capacity Planning 39 Overview of Using Resource Management for Capacity Planning 39 Planning Capacity with Resource Pools 40 Using Resource Pools: General Walkthrough 41 Creating a Resource Pool 42 Viewing Resource Pools 43 Disabling and Enabling Resource Pools 44 Modifying Resource Pool Notifications 44 Disabling Notification to a Resource 45 Exporting Resource Pool Data to Excel 46 Adjusting Resource Participation Within Resource Pools 46 Viewing Forecasted Demand 48 Managing Allocation 50 Viewing Resource Load 50 Resource Pool Security 51 Resource Pool Access Grants 51 Resource Pool Configure Access Page 52 Using Configure Access Page 53 Rolling Up Resource Pool Information 53 Tracking Demand with Staffing Profiles 54 Using Staffing Profiles: General Walkthrough 55 Staffing Profile Views 56 New UI 56 Gantt View and Table View of Staffing Profile New UI 65 Specifying Editable View of Staffing Profile New UI 65 Legacy UI 67 Creating a Staffing Profile 74 Creating a Staffing Profile for a Project 76 Viewing and Configuring Gantt Chart on Staffing Profile Page 78 Configuring Gantt Chart on Staffing Profile Page 79 Adding Positions 81 Project and Portfolio Management Center (9.51) Page 4 of 215 Resource Management User Guide Project and Portfolio Management Center Adding Positions in the New UI 81 Adding Positions in the Legacy UI 83 Importing Positions into a Staffing Profile 86 Synchronizing Positions from Work Plan Tasks 87 Filtering Positions on Staffing Profile page 88 Filtering Positions in the New UI 88 Filtering Positions in the Legacy UI 90 Adding/Removing Columns on Staffing Profile Page 91 Viewing Staffing Profiles 92 Using Search Box 92 Using Search Staffing Profiles Page 93 Modifying Staffing Profile Notifications 93 Sending Resource Requests from a Staffing Profile 94 Staffing Profile Security 96 Staffing Profile Access Grants 96 Staffing Profile Configure Access Page 97 Using Configure Access Page 98 Clearing Future Forecast and Assignments 99 Deleting Staffing Profiles 99 Using Other Staffing Profile Features 100 Staffing Profiles and Portfolio Management 100 Default Resource Pools for Staffing Profiles 100 Hiding Staffing Profile User Data Field Name 100 Special Command for Baseline Staffing Profile 100 Calculating Forecasted Labor Costs from Staffing Profiles 101 Entering Actuals Directly 101 Allocation Time Period Adjustment 102 Promised Allocations 102 Forecast Planning 103 Configuring Forecast Planning Page 103 Configuring Access Grants 104 Accessing the Forecast Planning Page 104 Using the Forecast Planning Page 105 Changing Forecast Data 105 Saving Forecast Data Changes 106 Adding a Position 106 Removing a Position 107 Sending a Resource Request 107 Viewing Information about a Staffing Profile or Position 108 Filtering and Sorting 109 Changing the Display Options 111 Assigning Resource Pool Resources 111 Project and Portfolio Management Center (9.51) Page 5 of 215 Resource Management User Guide Project and Portfolio Management Center Collecting Resource Requests 112 Making Assignments 113 Rejecting and Forwarding Demand 115 Assigning Promised Allocations 117 Analyzing Resource Pools 118 Comparing Resource Pools to Staffing Profiles 118 Analyze Resource Pools Breakdown Table 120 Analyzing Staffing Profiles Associated with Projects 123 Automatic Tracking of Actuals for Staffing Profiles 123 Automatic Tracking of Actuals with Time Management 124 Comparing a Project's Assignments to its Staffing Profile 126 Analyzing Staffing Profiles Associated with Assets 127 Rolling up Time of an Asset to a Staffing Profile 127 Viewing Actuals 127 Analyze Assignment Load Portlet 127 Managing Resource Allocation 127 Accessing Resource Allocation Management Page 128 Understanding Resource Allocation Management Views 128 Managing Resource Requests from Resource Allocation Management Page 128 Best Practice of Resource Allocation Management Page 129 Parameters Controlling Resource Allocation Management Page 129 Gantt View of Resource Allocation Management Page 131 Table View of Resource Allocation Management Page 133 Filtering and Sorting Resource Allocation Management Page 135 Quick Filters 135 Advanced Filter 136 Time Period Filter 139 Sorting by Staffing Profile and Staffing Profile Position 139 Assigning a Resource to a Resource Request from Resource Allocation Management Page 140 Assigning a Resource to a Promised Allocation from Resource Allocation Management Page 142 Getting Resources Recommendation from Resource Allocation Management Page 143 Using RMO to Get Resource Recommendations 143 Saving Scenarios for RMO 146 Parameters Controlling Resource Management Optimization 147 Forwarding a Resource Request from Resource Allocation Management Page 149 Promising Allocations from Resource Allocation Management Page 150 Rejecting a Resource Request from Resource Allocation Management Page 150 Creating or Adjusting Resource's Assignment from Resource Allocation Management Page 151 Removing an Assigned Resource or Changing its Status 152 Removing a Promised Allocation 153 Viewing Projected Resource Pool Utilization from Resource Allocation Management Page 154 Project and Portfolio Management Center (9.51) Page 6 of 215 Resource Management User Guide Project and Portfolio Management Center Chapter 5: Using Resource Management for Work Plan and Request Execution 156 Overview of Using Resource Management for Work Plan and Request Execution 156 Configuring Requests for Resource Management 157 Assigning Requests 158 Assigning Tasks 159 Associating Roles with Tasks 159 Assigning Resources to Tasks 160 Booking Multiple Resources on a Task 160 Comparing Project Capacity to Work Plan Load 161 Compare to Work Plan for Project 161