| Hi~ Will the recording be shared with participants? |
Yes, we'll be sending out the recording after the session |
| Is this recording going to be distributed to participants? |
Yes, we'll be sending out the recording after the session |
| The tiles you were showing in Resource, are those standard or do they have to be created in your instance? |
Most of the tiles shown are available in Planning by default. If you have a question specific to any one of them please let us know |
| Or were those in Planning? |
Those were in Planning |
| I lost audio... am I the only one? |
Audio seems to be working well for others |
| Will this work if only a part of the organization adapts resource management? Does it have to be all or none, given many projects will likely have cross-enterprise resources? |
At the Planning level, it will include any resource data that is put into the system. If a part of the organization does not use resource management, there will not be visibility into what those resources are assigned. However, using a top-down approach, they could be included in general plans at a very high level and without seeing the existing capacity |
| The Dashboard tile shown under My Overview, is the customer or stock? |
The Dashboard tile should be available out of the box |
| Also, from an Operating Model PoV, do organizations centralize the resource management at an enterprise level to be able to direct enterprise resourcing according to the strategic priorities? |
Yes, we find the most success is realized when organizations develop their strategic plans and capacity/demand to support those, and then follow through with the resource management to execute on those plans. As your plan changes and new plans are developed, the resource management is what informs the capacity/demand balance in the process. |
| How do we see the skill sets of resources when assigning people to work? Capacity includes skills needed. |
AJ is covering this now -- filling assignments can be done based on the skills required, in this case from the Resource Management and Assignments (RMA) screen |
| Does this integrate with HR systems like Workday so that the resources are refreshed as people move-in and out of a resource manager's team? |
answered live |
| I am getting ready to roll out Resouce Management capabilities in Planview. What do you recommend is the first step to load all the resources (positions and then names) into Planview? |
answered live |
| Is the "Resource Dashboard" Power BI report available now? I do not see it in the Reporting Content Management file download for Power BI in our May 2023 Continuous Cloud. |
answered live |
| Why can't/shouldn't we turn a Reserve directly into an Allocation? What's the purpose of keeping them both? |
Reserves are effectively soft bookings which, can be approved and then transitioned to allocations. In many cases this is an organizaitonal decision based on process and governance. Reserves are very valuable at the beginning of the planning process and can be used to create Allocations and/or Authorizations. You can find more on assignments in the CSC -- https://success.planview.com/Planvie...es/Assignments |
| i'm not seeing any Dashboard as "Available Tiles" under the "Manage" button |
answered live |
| Can you go over how/when you would use "Roll Up Version" within the Financial Planning Models? |
answered live |
