Professional Services Resource Management
Professional Services Resource Management
The Professional Services Resource Management capability’s enablers include Resource Rates, Skills, and Availability, Resource Assignments and Utilization, and Time and Expense Management. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.
Enablers and Business Outcomes
Resource Rates, Skills, and Availability
Provides a single repository of resource rate, skill, and availability information to the organization. Resulting business outcomes include:
- We can identify resources with specific skills for work.
- We can define specific cost and billing rates for resources, job titles, and the organization.
- We can understand the impact of vacations, absences, and other overhead activities on resource capacity.
- We can determine the overall organizational capacity to deliver work; project and non-project work.
- We have accurate information on the non-availability of resources to factor into the opportunity capacity planning and resource management processes.
Resource Assignments and Utilization
Provides the ability to track and manage the assignments of named resources to work on projects or discrete activities within projects. Identify over and under allocations and understand future demand on teams. Resulting business outcomes include:
- Based on our organizational structure and resource role classifications, we can measure the demand for resources to deliver project and non-project work.
- We can determine and visualize the overall utilization of resource teams.
- We can assign demand to named resources.
- We can identify under- and over-utilized resources and take actions to optimize resource utilization.
Time and Expense Management
Monitor the progress of work, together with actual hours and costs. Resulting business outcomes include:
- Our resources can report actual hours worked through their weekly timesheet, including planned project work, other planned work, and non-planned work and absences.
- We can use timesheet data to update our project schedules with actual effort and dates to determine costs using resource rates.
- We can monitor timesheet status and measure compliance of timesheet submission and approval against our organizational targets, driving up-to-date project data and resource utilization data.
Processes and Reports
Professional services resource management allows you to optimize your strategic objectives by ensuring your resources are working on the right projects at the right time. By providing a single repository of resource availability information to your organization, resource managers can track and manage assignments of named resources, forecast future demand, perform what-if capacity and demand scenario planning, and collect time reporting information to measure actual project hours and costs.
Related Capabilities
Professional Services Work Management
This capability provides managers the ability to develop a services work plan, view and manage all work details, define and classify risks, issues, and change requests, and standardize delivery and project templates to create repeatable engagement success.
Read moreCapacity Planning
This capability provides the mechanism to set resource capacity targets which can be used to analyze capacity against demand, and assess the organization's ability to continue with existing investments or adopt new investments.
Read moreBilling and Revenue Recognition
This capability streamlines the billing process, allowing for flexible customer invoicing that supports different business models, while also ensuring real-time visibility into services revenue and flexibility for revenue recognition.
Read more
Supported Solutions