Pre-Con Education: CA Project and Portfolio Management v14.x Get Straight As in Managing Resources Effectively
Kismet Silva-Smith
Agile Management
CA Technologies
Instructor
AMX04E
@CAPPM
#CAWorld
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Abstract
Do you have a handle on investment management but not sure how to manage your resources effectively? All you need are Straight As - four (4) of them to be precise; Availability, Allocation, Assignment and Actuals. Attending this session will give you a solid view of the "what and the how" the 4 As relate and you will be well on your way to becoming a Resource Management Rock Star!
Kismet Silva-Smith
CA Technologies
Instructor
4 © 2015 CA. ALL RIGHTS RESERVED.@CAWORLD #CAWORLD
Agenda
WHAT IS RESOURCE MANAGEMENT?
AVAILABILITY
RESOURCE PLANNING ROCK STAR VIEWS
ALLOCATION
ASSIGNMENTS
ACTUALS
1
2
3
4
5
6
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SummaryA Few Words to Describe Resource Management
Results
Resource management is the efficient and effective deployment of an organization's resources when they are needed
Organizations manage all their resources: employees, contractors, partners, and suppliers
Organizations interact with many partners and suppliers on a daily basis, with intertwined business processes
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Let’s Define Them!
Availability – The state of being able to be obtained or used
Allocation – The state of being designated for a special purpose
Assignment – The state of being appointed to perform a specific duty
Actual – The state of completed work
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Availability
When a resource is present and ready for use; at hand; accessible
When a resource is capable of being attained
When a resource is willing to serve or assist
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Demo
Resource Properties
Calendar– Standard Calendar
– Resource Calendar
– Shifts
– Non-Working Time
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Availability
This is the percentage of time a resource is booked to an investment, determined by the:– Start and end date of the resource on the investment
– Hours that the resource works in a day
– Percentage allocation of the resource on the investment
– Non-working time of the resource
Allocation may be Formal
Hard Book
Resource Requisition
Allocation may be Informal
Soft Book
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Demo
Team— Default
— Allocation Segments
— Allocation Detail
— Capitalization %
— Cost Plan based on Investment Team
Resource— Allocation Summary
— Allocation Detail
Resource Requisition— Project Manager requests
— Resource Manager fills request
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Assignment
This is when you associate a resource to a task to complete the work.
Estimate to Complete (ETC)– This is the number of hours planned to complete each task,
determined by:
A resource’s assignment to a specific task
The resource's allocation percent to the project
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Demo
Task– Effort Task
– WBS
– ETC
– Cost Type
– Cost Plan based on Task Assignments
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Actuals
This is the work that has been completed by resources on tasks.
This is the work that has been completed by resources on tasks.
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Demo
Timesheets– Actual work
– Save
– Proposed ETC
– Pending Actuals
– Submit/Approve/Post
Portlets– Team Member Task Summary
– Task Assignment
– Timesheet Overview
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Resource Management Portlets
Resource Planning– Workloads
– Allocations
– Unfilled Allocations
– Bookings
– Top Down Planning
– Organizational Demand
– Capacity
– Scenarios
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For More Information
To learn more, please visit:
http://cainc.to/Nv2VOe
CA World ’15