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Planview Customer Success Center

Maintaining Your Resource Information


This best practice offers tips on capturing resource information, such as skills, location, and availability. 

In order for resource information to be useful, it must be searchable by project and resource managers responsible for assigning resources to work. This is particularly important for larger organizations, or those that may build virtual teams from staff in multiple locations.  Planview Enterprise provides the capability for those in need of resources to establish requirements, which identify attributes and effort necessary for the activity.  These requirements can then be used to quickly search resources within the database to find best matches for the work in question.

To read the full best practice beyond this abstract, you must be a PRISMS subscriber. See your Planview administrator for details.​