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Resource Management Overview

Topics

Resource Management - Getting Started
Intro to resource management principles, screens, and settings.
Pages: 8
Mastering Resource Management
Details and additional topics on resource management principles, screens, and settings.
Pages: 10
Resource Management Introduction: For More Information
Supplemental information for Resource Management Introduction.
Pages: 3
  • Resource Management FAQ
    These frequently asked questions cover general resource management content. This article applies to Planview Enterprise 11.5 and up.
  • Recommended Resource Planning and Assignment Horizons
    A long-range resource plan, followed by iterative resource planning, is essential to ensuring that the right resources are available when they are needed. This best practice examines proper methods and planning horizons for long-range resource planning and medium-to-short term resource assignments.
  • Implementation Issues with Resource and Project Management
    This best practice explores the potential issues that inhibit effective resource and project management. Causes of resource conflicts, late projects, and general chaos are explored, along with solutions for avoiding them.
Resource Portfolios - Getting Started
Getting started with working with resource portfolios and information on how the Resource menu works.
Pages: 7
Mastering Resource Portfolios
Detailed information on working with resource portfolios and how the Resource menu works.
Pages: 2
Resource Assignment Types
Definitions of resource assignment types and standard activities.
Pages: 6
  • Overview of Assignment Types - FREE
  • Resource Assignment Types Overview 14
    Planview Enterprise assignment types include requirements, reserves, authorizations, allocations, and standard activities. These articles explain how they work to assign resources to project work. This article applies to Planview Enterprise 14.
  • Understand Resource Assignment Types
    This article defines the resource assignment types in Planview Enterprise. It contains a helpful chart. This article applies to Planview Enterprise 14.
  • Understand Resource Assignment States
    This article explains the differences between the most common resource assignment states. This article applies to Planview Enterprise 14.
  • Understand Resource Assignments and Effort
    This article explains how you can assign multiple assignments to multiple work items at the same time, and how Requirement Name is populated for requirements. This article applies to Planview Enterprise 14.
  • Understand Standard Activities
    This article defines standard activities, which show when resources are not available for work. This article applies to Planview Enterprise 14.
Resource Assignment Types: For More Information
Supplemental information for Resource Assignment Types.
Pages: 2
  • Resource Assignments FAQ
    These frequently asked questions cover assigning resources to work in Planview Enterprise. This article applies to Planview Enterprise 11.5 and up.
  • Moving from Authorizations to Allocations
    This best practice explores the considerations and steps needed to make the leap successfully to a higher level of resource management maturity.

Content

In this course you will familiarize yourself with the basics of resource management in Planview Enterprise, including how to work with resource portfolios and the resource assignment types used in the system. Use the Getting Started topics to learn from our training material, and the Mastering topics for more detailed product help content. This course is part of the Resource Management capability.