Resource and Capacity Planning - PPM Works · capacity, and should be given more work. •Green...
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Resource and Capacity Planning Presented by: Jacques Goupil 11/14/2017
Transcript of Resource and Capacity Planning - PPM Works · capacity, and should be given more work. •Green...
Resource and Capacity PlanningPresented by: Jacques Goupil11/14/2017
Jacques Goupil, PMP, MCTS, MCP
Director of Client Satisfaction
www.linkedin.com/in/JacquesGoupil
• Microsoft Community Leader Award 2012-2017
• PDD Instructor and Speaker at PMI® MN 2010-2017 Conference, Project
Summit 2013 - 2017, and Microsoft Project Conference 2012, 2014, 2016
© 2017 PPM Works, Inc.All rights reserved. No part of this material may be reproduced, in any form or by any means, without express written permission from PPM Works, Inc.
• Board Member of the Boston YMCA, and Boston & South Florida MPUG Chapters
• Lead SME and writer for the MCTS Exam 70-178, Managing Projects
• MPUG Project Certification Instructor
• Life-long trainer and consultant with strong background in project management,
specializing in developing and improving PM processes for clients and training
• Volunteer with the YMCA, enjoy traveling with family, and training for races
• PMI® member since 2004
November Demo Series
Portfolio Management Made Easy
November 21st @ 1:00 pm – 2:00 pm EDT
Is your organization running the correct portfolio of projects? What value are your projects producing
for your organization? Which projects give you the most value? We will cover the benefits and
challenges of portfolio/demand management, project selection, scenario-based analysis, and cost vs
resource constraints. Come learn the Portfolio Management benefits of Project Online and walk away
with your own plan to get you where you need to be.
Create Your Own Portfolio Dashboard
November 28th @ 1:00 pm – 2:00 pm EDT
If you ever wanted to learn about Power BI then this is the webinar for you. Join the experts at PPM
Works and together we will dive into how to bring your data to life by building real-time dashboards
and reports. You will walk away from this session with all the necessary knowledge of the Power BI
business analytics tools. You will be able to analyze data and share valuable insights. Regardless of
your experience level this workshop will have something for you.
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www.ppmworks.com/events
Upcoming Webinars
Creating Custom Dashboards in Project Professional 2016
December 7th @ 12 - 1 PM EST
Learn how to create custom dashboards and reports in Project Pro 2016, while also learning how to prepare and optimize the
project plan to maximize the report outputs. This webinar will focus on editing existing reports, creating new custom reports and
dashboards and understanding how to interpret the data. You will also learn how to leverage the Organizer to share reports with
all of your team members.
Create Custom Tables and Views in Project Professional
January 11th @ 12 - 1 PM EST
Did you know there are eleven new filters in Project Professional 2013 and 2016? Join PPM Works experts as we show you how to
create custom tables and views in Project Professional and utilize the new filters to quickly optimize Project views. You will learn
how to leverage the Organizer to copy table and views to other projects or share them with others on your team.
Best Practices for SharePoint Project Site Template Development
January 25th @ 12 - 1 PM EST
We will show you how to advance project collaboration within your organization by expanding upon the standard Project
Online/OnPrem SharePoint Project Site Template. Learn all the Best Practices of using SharePoint in your company from the
experts at PPM Works.
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www.ppmworks.com/events
Learning Objective
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At the end of today’s session participants will be able to successfully:
1. Who’s doing what when and are they over booked?
2. View capacity and availability for resources
3. Manage resource forecast (top-down and bottoms-up)
4. Approve, Reject or edit engagement requests
5. Understand capacity heatmaps, resource dashboards, and reporting
Successful Resource Management Planning
Successful
Resource Management
1. Create Project Request with (Generic) Resource Engagements Top-Down
2. Portfolio Analysis of Generic Resources
3. Resource Engagements to Project Schedule Bottom-Up
4. Manage the project/resources
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Resource Engagements Overview
Engagement Submission Process
Resource Engagements Overview
• Resource engagements are requested by the Project Manager
• Engagements are created in MS Project Professional 2016 by the Project Manager
• Resource Manager reviews to accept/reject/modify
• Engagements are not tied to tasks in the project schedule
Project Manager
requests a resource
engagement
Resource Manager
reviews request to accept,
reject or modify
Goal: Ensure resources are being used appropriately and effectively throughout your organization.
Adding Email Reminders for Requests
• Resource Managers can manage alerts and reminders from Server Settings
• From the My Resource Requests section of the Manage My
Resources’ Alerts and Reminders page, choose the Send a reminder
about pending resource requests checkboxTIP
Administrators must turn on alerts and reminders in SharePoint Central Admin
Analyzing the Capacity and Engagements Heatmap
From Resource Center select Capacity Planning:
• From the view drop down select Capacity and Engagements Heatmap
Analyzing the Capacity and Engagements Heatmap
• Blue – The resource’s engaged time is significantly lower than the resource’s overall
capacity, and should be given more work.
• Green – The resource’s engaged time is roughly the same as the resource’s overall capacity
• Red - The resource’s engaged time is significantly higher than the resource’s overall
capacity, and should have some work either reassigned to someone else, or moved to a
less-busy timeframe.
Microsoft Resource Management Toolkit
Email for a copy of the Project Server / Online Resource
Management Toolkit [email protected]
Microsoft Tips and Tricks and Immersion Sessions
Tips and Tricks and Immersion sessions:1. hands-on 2-3 hours onsite event for up to 10-15 participants2. interactive, experiential and fun
Microsoft Tips and Tricks and Immersion sessions bring the experts to you and your team. This offer provides you with the opportunity to have your team work hand and hand with a PPM expert funded by Microsoft.
Contact [email protected] for more information
Call to Action
1. Get started today and contact us at [email protected]
www.linkedin.com/in/JacquesGoupilwww.linkedin.com/company/ppm-works-inc/
2. Register for a Tips and Tricks or Immersion SessionAct now, Microsoft provided funds end mid-December 2017
3. Register your PDUs
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Tips and Tricks & Immersion Slides
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November Demo Series
Portfolio Management Made Easy
November 21st @ 1:00 pm – 2:00 pm EDT
Is your organization running the correct portfolio of projects? What value are your projects producing
for your organization? Which projects give you the most value? We will cover the benefits and
challenges of portfolio/demand management, project selection, scenario-based analysis, and cost vs
resource constraints. Come learn the Portfolio Management benefits of Project Online and walk away
with your own plan to get you where you need to be.
Create Your Own Portfolio Dashboard
November 28th @ 1:00 pm – 2:00 pm EDT
If you ever wanted to learn about Power BI then this is the webinar for you. Join the experts at PPM
Works and together we will dive into how to bring your data to life by building real-time dashboards
and reports. You will walk away from this session with all the necessary knowledge of the Power BI
business analytics tools. You will be able to analyze data and share valuable insights. Regardless of
your experience level this workshop will have something for you.
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www.ppmworks.com/events
Upcoming Webinars
Creating Custom Dashboards in Project Professional 2016
December 7th @ 12 - 1 PM EST
Learn how to create custom dashboards and reports in Project Pro 2016, while also learning how to prepare and optimize the
project plan to maximize the report outputs. This webinar will focus on editing existing reports, creating new custom reports and
dashboards and understanding how to interpret the data. You will also learn how to leverage the Organizer to share reports with
all of your team members.
Create Custom Tables and Views in Project Professional
January 11th @ 12 - 1 PM EST
Did you know there are eleven new filters in Project Professional 2013 and 2016? Join PPM Works experts as we show you how to
create custom tables and views in Project Professional and utilize the new filters to quickly optimize Project views. You will learn
how to leverage the Organizer to copy table and views to other projects or share them with others on your team.
Best Practices for SharePoint Project Site Template Development
January 25th @ 12 - 1 PM EST
We will show you how to advance project collaboration within your organization by expanding upon the standard Project
Online/OnPrem SharePoint Project Site Template. Learn all the Best Practices of using SharePoint in your company from the
experts at PPM Works.
20
www.ppmworks.com/events
Question and Answer
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If you are listening to the recording, please email questions to [email protected]
Live Audience: Use the Q&A panel to submit your questions
Contact Us
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Address: 30 Newbury Street, Boston, MA 02116
Phone: 888-858-3060
Email: [email protected]
Web: www.ppmworks.com
We’d Love to Hear From You, Get In
Touch With Us!
PDU’s for this Webinar
PPM Works is a PMI® Registered Education Provider (R.E.P.). We offer PDU’s for this presentation.
To claim your PDU please email [email protected] with your PMI number and reference this presentation.
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® is a registered mark of the Project Management Institute, Inc.
About PPM Works
▪ Gold Microsoft Certified Partner exclusively focused on Microsoft Project, SharePoint, and Office 365
▪ Some recent Experience includes Allergan, Medtronic, Plantronics, Shire, Synopsys and many more…
▪ We believe in partnering with you, exceeding expectations to build long lasting success.
▪ Our team's experience runs deep with Microsoft.
▪ Over 225 Project Server implementations and Trained thousands of students
▪ Delivered dozens of Industry presentations (Microsoft Project Conference, Project Summit, PMI
Conference)
▪ Created hundreds of webcasts and blog articles
▪ We have contributed to the new release of Microsoft Project and Project Server for the past three cycles
and share our expertise as volunteers for Microsoft, PMI, MPUG, and Project Summit.
▪ We guarantee your success and our results – we are not done until you are a satisfied client reference
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