Analyzing Resource Group / Business Unit in a Portfolio RRS feed

  • Question

  • I work at a company that runs large and small projects, some external and some internal. We have many different types of resources that are applied to a given project, with few interchangeable resources (for example, we have six different kinds of engineers and I can't swap an engineer in one group for another). I'm well versed in how to resolve a resource allocation for a named resource, which will resolve overallocations in a given group for a given project.

    However, our company is dipping its toes into portfolio management. We might have several new projects proposed per week, and I would have to determine if I have enough of each kind of engineer (and technician and support personnel, etc) to support the proposed project. What is the best way to look at the "group" field and see the remaining availability within a group? Note that this needs to be a fairly automated look - assessing the availability within a group for portfolio management purposes should be a small fraction of my time. 

    Wednesday, October 8, 2014 1:25 PM

All replies

  • Hi Kristen,

    I'd personnaly not use the out-of-the-box "group" field but a resource custom field to fill for each named resource a skill/competency. Then either you can build custom reports for capacity planning, or you can use the stratgic portfolio features that allows you creating a portfolio of projects and performing a capacity analysis based on a resource custom field (that would obviously be your skill custom field).

    Here are few references:


    In addition to this, you could perform scenarios using the booking type for the resources assignments.

    Hope this helps,

    Guillaume Rouyre, MBA, MVP, MCP |

    Wednesday, October 8, 2014 1:49 PM